Displaying 885 results
Vanguard share of target-date fund market becoming ‘obscene’
The fund giant has ridden the wave of investors seeking lower costs, primarily as a result of retirement-plan lawsuits.
As donor-advised funds grow in popularity, they may draw more scrutiny
Vehicles offer way to get tax breaks for bundling donations while delaying the giving part.
Fidelity says it fully discloses fund fees in 401(k) plans
Department of Labor is allegedly investigating asset manager's infrastructure fee that is the focus of a 401(k) lawsuit.
Are the economics of active management becoming unsustainable?
Fidelity called the viability of a major fund platform into question, according to a report.
Outsourcing is route to greater growth, Fidelity study finds
Information technology, investment management and legal/compliance are the top three outsourced functions
Fidelity sued for ‘secret payments’ in 401(k) plans
Fidelity allegedly pockets tens of millions of dollars a year from the undisclosed kickbacks, at the expense of its retirement clients.
Fidelity profit hits record even as assets fall
The mutual fund giant's assets under management fell 1% last year, but its revenue rose 12%.
Record $5.2 billion given through Fidelity Charitable in 2018
Donor giving was up $700 million from 2017 despite tax uncertainty.
Investing legend Jeff Vinik gets a lukewarm reception
His struggle to attract assets shows how low fees and passive investing have brought star managers back down to earth.
Schwab, Fidelity expand commission-free ETF trading
Both will now offer more than 500 exchange-traded funds on a commission-free basis.
Finra bars rep for scamming Fidelity on computer purchases
Kitwana Thomas took advantage of employee-reimbursement program.
Fidelity adds bond, multi-asset choices to model portfolios
These are the first models to include exchange-traded funds.
Fidelity dominates money-market industry as assets grow to $629 billion
The Boston-based fund company has added more than $50 billion this year, mostly from inflows.
Annuity and mutual fund interests at odds over 401(k) disclosures
Insurance groups facing off against retirement industry stakeholders over issue of lifetime income illustrations.
Amid media scrutiny over sexual harassment claims, Fidelity promotes women to higher positions
Harassment allegations spur increase of female leadership in stock-picking unit
Tax-smart year-end charitable giving
How to maximize donations under the new tax rules.
Q&A with Abigail Johnson and Kathleen Murphy of Fidelity Investments
The Fidelity CEO, along with the president of personal investing, discuss record earnings, allegations of sexual misconduct and the challenges facing a changing industry.
Vanguard cuts investment minimums in escalating price war
The move follows Fidelity's debut of zero-fee index funds and the 40% drop in overall fund fees over the past two decades.
Quick change in plans has Bob Oros headed to HighTower
Two weeks ago, public was told he was leaving top job at HD Vest after less than two years to spend time with family.
Bob Oros resigns as HD Vest chief executive
Less than two years after leaving Fidelity to lead the broker-dealer, Mr. Oros is leaving to help tend to a relative
