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401(k) record keepers making big bets on managed accounts
Fidelity and Empower announced first-of-their-kind services in recent months, hoping to capitalize on demand for greater personalization and generate new sources of revenue.
Managed accounts a solution for many investors
Investors want help with investments, but sometimes they look beyond financial advisers.
Regulation, politics dominate adviser concerns, survey finds
Inflation worries grow, but still rank at bottom, Fidelity says.
Fidelity’s approach to DOL fiduciary rule rankles some 401(k) advisers
The largest record keeper is being more aggressive than its peers in pushing fiduciary services for retirement plans and participants, observers say.
Fidelity launches two ESG index funds
The environmental, social and governance investments include a domestic and international offering.
Once dominant, bank custodians still hold a coveted slice of RIA market
With less than 20% market share, banks promote safety in targeting high-end RIAs.
Fidelity names Judy Marlinski to lead institutional asset management group
Fidelity veteran takes over for departing Scott Couto.
TD Ameritrade and Fidelity tweak RIA referral fees ahead of DOL fiduciary rule
TD is dropping its fees, while Fidelity is giving is RIAs fewer options on how to pay for referrals.
Top 10 record keepers of defined contribution plans
Fidelity Investments, the largest record keeper, extended its dominance in 2016.
New Advicent chief Angela Pecoraro aiming for growth
One of the few women leading a tech firm, Angela Pecoraro says she is working on keeping the firm nimble to react to new demands that could come from financial advisers, regulators or advancements in technology.
Advisers must find their "unfair advantage" – Canter
Planning, merging and consolidation are the way to grow.
Fidelity’s David Canter makes financial advice his Boston Marathon cause
David Canter, the newly appointed head of the RIA segment at Fidelity Custody &…
Fidelity’s Joel Tillinghast on how he finds good, cheap, small-cap stocks
Manager of the Fidelity Low-Priced Stock Fund hunts for value and suggests looking to Japan.
Fidelity puts David Canter in charge of RIA segment
Replaces Bob Oros, who departed in January.
Fidelity cuts commissions for online stock and ETF trades by nearly 40%
The new pricing is 50% lower than standard commission trades at E*Trade and Ameritrade and 28% lower than at Charles Schwab Corp.
Fidelity shuffles managers at its small cap funds
Other changes made at AMG, Calvert, Icon and Westcore.
Fidelity’s Bob Oros to take over as CEO of HD Vest
RIA-industry veteran will replace Roger Ochs at the $37B wealth management firm
Fidelity survey finds advisers still focusing on DOL rule implementation
Almost half of advisers haven't slowed their compliance plans despite talk of delays
Clean shares could revolutionize the fund industry
Divorce distribution and management fees
Another salvo in the fee wars: Schwab cuts expense ratios on index funds
Offers guarantee on services.
