Ameritas Investment, a subsidiary of Ameritas Life Insurance Corporation, has selected National Financial, a Fidelity Investments company, to serve as the sole clearing and custody provider for its broker dealer brokerage services.
Salene Hitchcock-Gear, president and CEO of Ameritas Investment, said: "We believe our advisors will have the tools they need to further enhance their customer relationships. The technology now available is designed to simplify their business practices; and these efficiencies will allow our advisors to spend additional time where it is more valued."
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The National Financial technology platform is designed to meet the varying needs of a diverse set of financial professionals, including registered investment advisors, broker dealer home offices and financial advisors and professionals.
Sanjiv Mirchandani, president of National Financial, said: "We welcome our collaboration with Ameritas Investment Corp. and share their commitment to improving both business processes and user experiences through applied technology and business process insight."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
