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Behind in Web Stock-Trading Race, Client Looks Beyond Lead Shop
BOSTON–Fidelity Investments is searching for an agency to handle the $50-60 million launch of its expanded online brokerage, sources said.
Pile and Co. here is assisting the client and has been referring to the assignment in pitch materials as “Livewire,” sources said. It is unclear whether that is the name of the new service itself.
Fidelity, based in Boston, would prefer to work with an East Coast shop, but geography is not a strict consideration.
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