Displaying 885 results
Fidelity officially launches retail robo-adviser
After months of testing, Fidelity Go is up and running, giving investors access to an automated platform with traditional management.
Millennial retirement savers are starting to have big, fat 401(k)s
The generation's reputation for hopping jobs and shunning stocks doesn't match new 401(k) data from Fidelity Investments.
Schwab’s ETF empire gaining on BlackRock and Vanguard
For the past 12 months, assets in the discount broker's funds grew 39.7%, to $47.9 billion.
Fund flows in June: Fidelity, Franklin Templeton hit with biggest outflows
Vanguard, BlackRock funds see the biggest inflows, largely because they're the largest providers of passively managed funds.
Fidelity takes on Vanguard by cutting prices on index funds, ETFs
The Boston fund giant is lowering expense ratios on 27 index funds and ETFs.
Along with advisers, Fidelity, BlackRock and Vanguard urge investors to stay the course
But they're remarkably short on what to buy.
What to say when clients hate you for advising international investments
First off, advisers should tell them that adding international stocks can dampen a portfolio's volatility, and increase the number of potential winners.
Fidelity blocks opening trades on several ETF products, citing suitability concerns
The fund giant wouldn't say if regulatory pressure compelled it to impose the practice.
Franklin Templeton joins Fidelity, Goldman and John Hancock in launching strategic beta ETFs
Three of the Franklin LibertyQ funds are core multi-strategy funds, seeking a combination of quality, value, momentum and low-volatility stocks.
Fidelity sued by Delta 401(k) participants over alleged fiduciary breach
Claim alleges Fidelity 'wanted a piece of the action' when Financial Engines was hired to provide plan advice.
Look out BlackRock and Vanguard, Fidelity files with SEC for six smart beta ETFs
Fund giant looks to capitalize on interest in dividends, value, momentum.
Pay rule may give BlackRock recruiting boost over JPMorgan
U.S. incentive-compensation proposal toughest on large lenders.
Putnam Voyager mutual fund takes its last journey
The $3.2 billion fund, launched in 1969, will be merged into smaller large-cap growth fund.
Eying BlackRock and Vanguard, State Street names co-leaders of global ETF business
By promoting Nick Good and Rory Tobin, the bank seeks to improve its asset management business after its ETFs lost ground to the fund giants.
When Apple is the core holding in your mutual fund or ETF and stumbles, these are the funds hit hardest
The tech giant's shares have tumbled more than15% since mid-April, dragging down funds with heavy exposure to the stock.
Fidelity adds private equity to its alternatives suite
Offerings from iCapital, CAIS and Goldman Sachs now available.
Post-DOL fiduciary rule, Schwab dumps load funds as advisers yawn
The move is another sign that the days of high-cost funds are numbered, and that the Department of Labor's new rule is speeding that decline.
Efforts by Fidelity, Vanguard and Pimco to calm energy investors pay off
Three firms are telling clients that despite oil's rout, it remains a good long-term play.
Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies
Broker-sold fund companies lag since new regulation released.
Vanguard, Fidelity bank on robos, low-cost strategies to ride DOL fiduciary rule wave
Mutual fund giants bank on low-cost index funds, robos to prosper in wake of the Labor Department's regulation.
