Advice 2.0: Harnessing Technology – Oxford Financial Group

A short video highlighting the strategies Oxford Financial is taking to harness technology to help enhance collaboration between advisors and clients.

National Financial offers a comprehensive clearing platform, trading capabilities and business process and operations consulting to broker-dealer firms, banks and insurance companies. In addition to providing services to third-party institutions, the National Financial Services LLC (NFS) brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail, and capital markets businesses, bringing NFS assets under administration to more than $3.3 trillion.

Visit https://nationalfinancial.fidelity.com to learn more.

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