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Fidelity moves closer to producing smart-beta ETFs
Recent SEC filing by the fund giant hints at new funds in the works.
Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating
The inflow was the most since January 2013, thanks to the market's extreme volatility during 2016's start.
Should Fidelity make smart beta smarter?
The money management behemoth can improve the smart beta landscape in three important ways.
Did Fidelity cheat its own client out of millions of dollars?
Wine mogul Peter Deutsch is seeking as much as $500 million in damages from Fidelity for a bad investment in one Chinese stock.
Watch out, boomers, here comes 70 and those RMDs
Mandatory payouts from savings plans may trigger new taxes.
Some American Funds offer up to 18 share classes: Overkill?
The mutual fund industry offers about 8,000 mutual funds, spread among about 24,000 share classes, but some fund companies offer many, many more share classes. Experts say it may be a marketing tool for fund firms.
Fidelity research highlights the active-management edge
Low fund fees and big fund complexes equal outperformance.
Blackstone to shut mutual fund after Fidelity pulls out
The mutual fund, which allocates money to hedge fund managers, will be liquidated by May 31, after the fund had fallen 4.1% this year.
Fidelity offers to help employees pay off student loans
Securities powerhouse will pay up to $10,000 in principal payments over five years, or $2,000 a year.
Vanguard raises some expense ratios
One of the lowest-cost fund companies gets into a war of words with an analyst over how it calculates expense ratios.
Vanguard extends target-date fund dominance
The firm's position as the top TDF provider strengthened against No. 2 Fidelity Investments, which actually had net outflows for this category last year.
Over-sized Fidelity, Vanguard funds raise concerns about being too big to stay competitive
Breakfast with Benjamin A couple of Vanguard and Fidelity mutual funds raise questions about when it is time to close a fund to new investors.
Ken Fisher plans to step down as CEO of firm
Billionaire behind Fisher Investments has discussed his intentions for years, but succession plan isn't clear.
Blackstone mutual fund lost 50% of assets as Fidelity slashed its stake
Blackstone Alternative Multi-Manager Fund's assets have fallen to $631 million from $1.2 billion.
Commodity, energy investment funds on a comeback
Long-suffering energy limited partnership funds, for example, have leaped 21.46% the past 30 days.
Fidelity study says half of RIAs foresee negative business impact due to DOL fiduciary rule
Registered investment advisers are already held to a fiduciary standard by the SEC, but many envision higher costs and time spent on compliance-related tasks.
Best junk bond manager of decade says recession fears overdone
Fidelity's Mark Notkin sees mid-to-high single-digit returns for 2016
Fidelity suspends MetLife annuity sales as insurer mulls breakup
The second-largest U.S. mutual fund company stopped sales of MetLife's annuities in light of uncertainty surrounding a possible sale of its retail unit.
Fine-tuning the emerging markets
Fund industry pushes more specialized access, strategies for an eventual turnaround in emerging markets.
Fidelity offers service to combat elder financial abuse
The firm's clearing and custody division is partnering with EverSafe to help advisers protect senior clients from fraud.