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Vanguard exec: Investors should look for ‘the catch’ in Fidelity’s no-fee funds
Vanguard's not likely to react to Fidelity's move, says CIO Greg Davis.
Fidelity’s zero-cost funds raise issues for 401(k) advisers
Fiduciary advisers should be weighing the risks and upsides of securities lending.
Fidelity resets the fee-war bar with zero-expense index funds
Cutting expense ratios to zero shines light on lucrative business of securities lending.
Fidelity seeks injunction against rep who oversaw $2.7 billion
Laurence Rollins accused of taking trade secrets to new employer.
TD Ameritrade latest brokerage refusing to lead in cutting ETF commissions
Vanguard set the pace with 1,800 commission-free ETFs, while most brokerages say enough is enough
Fidelity, Empower to keep fiduciary services for 401(k) plan participants
The decisions mean the continuation of many services put in place due to the DOL fiduciary rule.
Fidelity asks Arizona court for injunction against two brokers
Alleges two reps took client information when they left to start a firm.
Fidelity backs away from being ‘point in time’ fiduciary for 401(k) plans
Some advisers think this indicates other providers will pivot in light of DOL fiduciary rule's death.
Fidelity adds more financial planning to its 401(k) managed accounts
Observers say that advisers delivering financial wellness programs to 401(k) plans should take note.
Advisers applaud House bills to expand health savings accounts
House committee approves measures to raise contribution limits, extend eligibility.
Fidelity offering model portfolios
Custodian believes these will help advisers scale their business and offer more financial planning.
Companies start paying employee student loan debt
The goal is usually described by employers as a way to attract and retain talent, but not all firms handle it the same way.
Fidelity lawsuit highlights firms’ vulnerability
Efforts to protect seniors from fraud, exploitation may invite legal battle.
Midsize asset managers face a squeeze
Rising costs and declining profits are likely to take their tool on midlevel asset management companies, Bain report says
Fee pressure driving asset managers into wealth management
Cerulli study says mutual fund companies and wealth managers are swimming in the same channels.
New digital Fidelity platform will let consulting firms bid for adviser projects
Consultants will be charged 18% of the price for each contract they are awarded as a fee for being on the platform.
Empower’s new 401(k) cybersecurity guarantee a sign of the times
The record keeper joins some other big competitors in offering participants their money back if their accounts get hacked.
Mutual funds feel the pinch of platform fees
No-transaction-fee options are a big hit with investors, but funds wind up paying the costs — and passing them on.
Fidelity cuts target-date fund fees
Competition is heating up among asset managers.
Fidelity hedges the Fed by expanding into factor-based bond ETFs
High-yield and low-duration strategies will seek specific investment outcomes.
