Displaying 885 results
After a second employee leaves over sexual harassment, Fidelity holds emergency meeting
Brian Hogan, head of the Boston-based firm's equity group, held the discussion last Monday with employees to stress the firm's zero-tolerance policy for inappropriate workplace conduct
Judge dismisses lawsuit against Fidelity alleging fault in Delta 401(k)
The Delta Family Care Savings Plan had $8.12 billion in assets as of Dec. 31, 2015.
Durbin gets promoted again, this time to lead Fidelity Institutional
Executive who rose up at Morgan Stanley also juggles his old job at Fidelity until a replacement is found.
Michael Durbin named president of Fidelity Institutional
He succeeds Jeffrey P. Lagarce, a long-tenured Fidelity executive who will be transitioning to a senior adviser role.
Fidelity has ‘real need’ to recruit more women, Johnson says
Female clients prefer female advisers, the fund giant has found
Fidelity robo now available to platform users
The AMP digital offering integrates with eMoney tools.
Battle lines form as SEC considers new fiduciary rule
The Securities and Exchange Commission should not blend investment-advice standards that apply to investment advisers and brokers, as…
Financial industry steps up in Harvey’s wake
Individuals and firms are donating time and money to help storm victims
Most plan sponsors like their advisers, but 38% want to switch, says Fidelity
Survey finds top concerns are reducing plan expenses and managing fiduciary responsibilities.
Retiree health care costs up 6%, new study finds
A newly retired couple would need $275,000 for medical care throughout retirement, according to Fidelity.
Fidelity wins arb case against wine mogul but earns a rebuke from Finra
In the case of investor Peter Deutsch, Fidelity doesn't have to pay any compensation, but regulator said firm put its interests ahead of his.
Vanguard welcomes fee wars with rivals Fidelity and BlackRock
Vanguard's incoming chief executive officer said the company will keep lowering fund expenses as it grows.
Fidelity Investments fires another salvo in the fee wars
Mutual fund company announces fee cuts to 14 of its stock and bond index funds, claiming they have less expensive comparable funds than archrival Vanguard.
Fidelity taps Goldman Sachs to expand lending services through RIAs
Streamlined non-purpose loans use investment portfolios as collateral.
Fidelity: Will Goldilocks market have a happy ending?
Analyst at the money manager says high returns and low volatility are not normal.
Advisory firms rethinking how they deliver value: Fidelity survey
Advisory leaders believe "fulfillment" will take precedence over money management.
Putnam, Fidelity win respective 401(k) lawsuits
The legal victories come as asset managers are under fire for their dealings with retirement plans.
Most advisers could be doing a lot more with tech
Those who integrate technology throughout their firm are earning almost a quarter more than peers, Fidelity survey finds.
What should really happen at client meetings. Hint: It’s not discussing investments.
Experts explain how to draw out the truest intentions and values of those who seek full financial advice.
Fidelity launches funds that can make RMDs for aging baby boomers
The managed payout funds have an optional feature that automatically calculates and distributes an investor's RMD from the account.
