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Fidelity Investments

Displaying 885 results

Topic
  • July 29, 2015

Liquidity restrictions haunt money-market funds

As investors hunt for yield and security, money-market fund managers detail their changes.

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  • July 25, 2015

Health care creates a bright spot for beleaguered stock-pickers

Sector funds give specialist managers an opportunity to shine during a long bull market.

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BlackRock CEO Larry Fink wants better relationship with RIAs, reserves judgment on fiduciary

After another quarter beating Wall Street's profit estimates, chief executive Larry Fink says the world's largest money manager wants a better relationship with RIAs.

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  • July 13, 2015

SEC appeals own judge’s decision in case on custodians’ payments to advisers for fund picks

The regulator is fighting a decision by its administrative judge to dismiss charges accusing two financial advisers of not informing clients they were paid by Fidelity Investments to sell certain mutual funds.

Topic
  • June 29, 2015

In latest test, active managers outperform bond indexes

After a disappointing 2014, intermediate-term bond managers have found their footing.

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Adviser gets a rare win over the SEC in mutual fund case

Administrative law judge rules against the agency in closely watched case over disclosure of Fidelity payments for mutual fund sales.

Topic
  • June 26, 2015

Custodians’ payments to RIAs for fund picks raise eyebrows

Registered investment advisers like to promote themselves as being on the side of investors, but a growing number…

Topic
  • June 12, 2015

15 years later, Nuveen Investments gets a go-ahead on ETFs

Money manager's rebooted efforts to sell ETFs get a nod from the Securities and Exchange Commission.

Topic
  • June 8, 2015

Investors see few benefits of lower fees in adviser-sold investments

Managed accounts sold by advisers deflect trend toward lower-fee money management as brokers work to maintain profits: Cerulli.

Topic
  • June 3, 2015

Fiduciary safe harbor for index funds faces uphill battle

Labor Department proposal faces fund industry opposition and some supporters say safe harbor for index fund sales is unlikely.

Topic
  • May 14, 2015

Fidelity fights back against ‘active share’

Facing outflows in its actively managed funds, the $2 trillion money manager lashes out against a popular measure that more advisers and investors are using to pick funds.

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Mutual fund companies blend into unwashed mass for consumers

In 'grave strategic error,' mutual fund managers have allowed their products to be commoditized, a new report finds, but not all firms are suffering. (Don't miss: The first quarter's best and worst mutual fund groups)

Topic
  • May 11, 2015

Vanguard plans to offer digital marketing tool for advisers

Largest mutual fund manager hopes that the tool will enhance relationships for and with advisers.

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American Funds charges into 2015 with best sales in seven years

The mutual fund favorite pivots, finds success with financial advisers as investors look outside the U.S. (Don't miss: The first quarter's best and worst mutual fund groups)

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Vanguard money markets still a buck, but with potential for gates, fees

Largest mutual fund company announces its response to reforms intended to prevent a run.

Topic
  • April 13, 2015

Investors shun stock pickers, favor Vanguard, BlackRock, State Street

Fund sales switch decisively toward plain-vanilla, index investing, move out of Pimco Total Return has big impact on flows.

Topic
  • April 9, 2015

Fidelity revives mutual fund sales

Fresh off a year that trimmed its $1.3 trillion U.S. mutual fund business, the fund house made up all of those redemptions in the first quarter of 2015, with the help of successful active management strategies in stocks and bonds.

Topic
  • March 17, 2015

Alternatives make push for retirement accounts

Being used in target date funds, but higher fees may prevent widespread use

Topic
  • March 9, 2015

Wealthfront, Edelman clash on robo-advisers

The old guard of wealth management clashed with the new as Ric Edelman delivered a bleak assessment of his peers' future during a spirited debate with Adam Nash, the top executive at Wealthfront.

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March Mayhem Final Results

The final round is over. Here are the results. Final Round 1…