Fidelity for Wealth Managers

Celebrating Alinity Wealth Management as they take a bold step toward independence. Congratulations to Matthew Kubicek, CFP®, CLU®, RICP®, CPWA®; Ethan Bowling CFP® ChFC® CIMA®; Jonathan Wilks, CFP®, ChFC®, RICP®; and the entire Alinity Wealth Management team on launching their new firm —powered by Mariner. Recognizing the opportunity to strengthen their future foundation, the Alinity team chose to build their independent practice with Mariner's support, flexibility, and resources. A special thank‑you to the many contributors who helped bring this transition to life: Jason McElwee, AIF®; Ren Russell; Jay Freedman, CFP®, CIMA®; Stephanie Wilson; Samantha Savage; Frank Margiotto; Michelle Pryor, along with talented team members across Mariner and Fidelity. Fidelity is proud to support both Alinity and Mariner as they evolve together, strengthening their foundation for the future and continuing to grow in this new chapter.🎉 If you’re considering your own next move, Fidelity can help you understand all your options: https://lnkd.in/g5EiPKzg Fidelity Investments® is an independent company unaffiliated with Alinity Wealth Management and Mariner and is a service provider to Alinity Wealth Management and Mariner. Fidelity Brokerage Services LLC, Member NYSE, SIPC National Financial Services, Member NYSE, SIPC Alinity Wealth Management advisors offer Investment advisory services through Mariner Platform Solutions (MPS), an SEC-registered investment adviser. Alinity and MPS are separate entities.

Fidelity's "A year in review: 2025 mergers & acquisitions" report is here! It highlights another record-setting year in deal activity, unpacks the forces reshaping the industry, and features perspectives from leaders at Mariner Wealth and Constellation Wealth Capital who are helping define the next era of wealth management. Explore the full report to understand the M&A trends that could matter most in the year ahead. https://lnkd.in/e32RHfww Fidelity Investments is unaffiliated with Mariner Wealth and Constellation Wealth Capital. Fidelity is a service provider to these firms.

Big congratulations to Cohen Capital on taking the leap to full independence! After an exceptionally thorough evaluation of the industry landscape, Benjamin Cohen, John Postel, Molly Dierks, Jim Appel, and the team knew launching a boutique firm would help them solve their clients’ most essential and complex wealth management challenges. Their commitment to creating a more personalized, efficient experience truly reflects what’s possible when advisors chart their own path. Fidelity is proud to stand alongside Cohen as they begin this next chapter and remains committed to empowering advisors with the flexibility and control they need to grow their businesses. Curious about what independence could look like for you? Fidelity is here to help you evaluate your options. https://lnkd.in/edWGpB_s Fidelity Investments® is an independent company that is unaffiliated with Cohen Capital and is a service provider to Cohen Capital.

Utilities aren’t usually the headline sector—but AI is rapidly changing that. In this issue of Fidelity’s Insight & Outlook Special Edition, Directors of Investment Product Lubna Lundy and Leigh Callahan, CFA join host William Dietze to explain why electricity demand from data centers and electrification trends could reshape portfolios. Plus, how financials and health care fit into this story. Listen to this short-form audio article here: https://lnkd.in/eYD_bAym

We’re proud to share that for the second year in a row Fidelity for Wealth Managers has won Envestnet's 2026 Multi-Asset Research Manager of the Year Award for the Fidelity Target Allocation Model Portfolios suites: • Fidelity Target Allocation Model Portfolios • Fidelity Target Allocation Blended Model Portfolios • Fidelity Target Allocation Tax-Aware Model Portfolios Megan E. Thompson and Amanda Robinson, CFA represented the team at Envestnet Engage to accept this recognition on behalf of the many colleagues who support these portfolio solutions. Congratulations to everyone involved on this meaningful acknowledgement! Learn more about Fidelity’s Target Allocation Model Portfolios: https://lnkd.in/ecVPRizW

Markets are watching geopolitics but not panicking. Treasury yields and inflation breakevens suggest investors see Iran tensions as contained. But could investors be underestimating tail risks? If energy disruptions persist, stagflation fears could rise. Even though an exact 1970s repeat is unlikely, portfolios overweight long-duration equities, bonds, or idle cash may benefit from stronger inflation resilience. Fidelity’s Christian Pariseault, CFA, Mayank Goradia, CFA, Steve Beck, CFA, and Nicolas Brunetti, CFA examine why now may be a moment to reassess diversification and real-asset exposure across client portfolios. https://lnkd.in/eGpKi8sH

The next wave of high-net-worth investors expects more than investment advice. They want guidance on family support, lifestyle planning, and emerging asset classes. Fidelity’s Head of Client Intelligence Gina Gubitosa joins Insight & Outlook Special Edition host William Dietze to share insights from our survey on how advisors can adapt to help meet these evolving expectations. Check out this short-form audio article: https://lnkd.in/eYD_bAym

Credit shouldn’t be an afterthought. Direct lending—a fast-growing segment of private credit—offers compelling yields, improved credit quality, and structural protections that traditional markets can’t match. Fidelity’s Director of Investment Analysis-Alternatives David Selbovitz, CFA, CAIA joins Insight & Outlook Special Edition host William Dietze to break down his thoughts on why this strategy matters for advisors seeking diversification and stability in 2026. Check out this short-form audio article: https://lnkd.in/eYD_bAym

Solid growth, easing Fed policy, and historic tech transformation can be reasons for optimism in the rest of 2026. But advisors know the story isn’t that simple. Inflation, valuations, and geopolitical tensions could complicate the picture. Fidelity Senior VP, Asset Allocation Research Jacob Weinstein, CFA shares his team’s outlook for the months ahead with Insight & Outlook Special Edition host William Dietze. Listen now: https://lnkd.in/eYD_bAym