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After canvassing 20 shops from coast to coast–and finding conflicts at most–Fidelity Investments has tapped four finalists for its estimated $50-60 million online brokerage task.
The mutual-fund giant narrowed the field to Hill, Holliday, Connors, Cosmopulos here (Fidelity’s main agency), along with Gotham and Grey Advertising, both in New York, and Martin/Williams in Minneapolis, sources said. Most of the sizeable shops first queried took a pass, citing existing brokerage or online finance clients, sources said.
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