Financial services conglomerate Fidelity Investments has extended its partnership with the American Institute of CPAs to assist CPAs in establishing an investment advisory practice. As part of the extension to the five-year-old program, institute members will receive several new benefits, including low minimum asset requirements and discounts on marketing materials through PracticeMark, Fidelity's online marketing program. Originally sealed in 2000, the pact designates Fidelity as the exclusive, preferred provider of custody and clearing services to AICPA members. Information about the Fidelity program is available at http://pfp.aicpa.org/Resources/Investment+Planning.
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