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Funds like Magellan need gamblers like Bill Gross
The factors Magellan's manager uses to beat the index can be accessed more cheaply via ETFs.
Private equity money altering the wealth management ecosystem
Fidelity report: Money flows in through the largest RIA consolidators and trickles down to create savvier advisory firms.
Michael Murray only latest to leave LPL’s recruiting staff
Eleven recruiters have left the IBD since the end of 2016, according to an InvestmentNews tally.
Fidelity reportedly fires about 200 for abusing employee benefit
Axed employees said to abuse benefit that reimbursed them for a portion of the cost of a computer.
Fidelity sues former broker’s RIA firm for misuse of trade secrets
Brokerage giant seeks damages from Grapevine, Tex., firm owned by Paul Michel.
Fidelity changing the way it charges for financial advice
Firm is moving to fees based on the amount of each customer's assets.
Fidelity sues broker who left for RIA firm
Firm charges call center rep Benjamin Linser with taking client data
Cost-cutting takes precedence in competitive defined-contribution environment
Managers of target-date funds continue to find ways to reduce fees
Fidelity maintains target-date volume; Vanguard comes out on top
Fidelity is still the second-largest TDF provider even though it has seen $20 billion in outflows since the start of 2012.
Firms exiting broker protocol will suffer, reps say
Firms that help reps make change are more attractive, Fidelity survey finds.
Brokers managing $425 million exit Wells Fargo to form RIA
JGP Wealth Management in Portland, Ore., partners with Fidelity.
Fidelity names two execs to head $1 trillion equity division
Dual appointment feeds into talk that the investment firm is moving away from its star manager approach.
Fidelity sues former rep, Merrill Lynch for soliciting clients
Fidelity claims Christopher Corcoran's conduct threatens approximately 200 Fidelity client households, representing more than $528 million in client assets.
Fidelity unlikely to scrap star system
But adding a team approach reduces fund volatility — and possibly harassment claims.
Fidelity CEO added $2.6 billion to net worth based on company gains last year
Abigail Johnson owns one-quarter of the family business and is now worth $11.2 billion.
Fidelity may rein in star stock pickers
Firm considering move to team management approach, says Wall Street Journal.
Is Fidelity competing with retirement plan advisers?
As the Boston-based mutual fund giant expands the products and services it brings to the retirement market, some financial advisers say the firm is encroaching on their turf.
What it means to be a `point in time’ fiduciary
Timing is everything when it comes to giving advice to retirement plan participants.
Fidelity halts investor purchases of three volatility-focused ETFs
Customers can sell out of existing positions, but can't buy into the funds, company says.
Fidelity reveals three new big-data tech tools
Wealthscape soon will be able to pull data from other custodians to power new analytic capabilities.
