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Fee disclosures could put the squeeze on 401(k) fund firms
Asset managers that provide investments and nothing else may feel pricing pressure from index funds, plans sponsors
California to close adviser-sold 529 plan after failing to find program manager
California is closing its adviser-sold Section 529 college savings plan and folding its $283 million in assets into the state's much larger direct-sold plan, after failing to find a company to manage the adviser-sold plan.
Advisers can slice and dice peer data via Fidelity study
An online dashboard created by Fidelity Institutional Wealth Services allows RIAs to compare themselves to their peers.
Fidelity tabs money market chief to run bond operations
Brown replaces Sullivan in rejiggering at fund firm
Fidelity replaces manager of moribund small-cap fund
Fidelity Investments has replaced the manager of its $3.1 billion Fidelity Small Cap Stock Fund, which has declined 15.7% this year.
Observers mixed on forecast for charitable giving
Even as the U.S. economy slogs through a slow recovery, forcing many Americans to cut back on spending, there are signals that wealthy Americans won't be deterred from making fourth-quarter charitable donations
Young affluent are awaiting your text
Financial advisers can add profitable business from less obvious market segments, one of which is investors who have never had an adviser
New commander at Magellan after Fidelity dumps Lange
Fidelity Investments has named Jeffrey S. Feingold to run the $17.4 billion Magellan Fund, replacing Harry Lange, who oversaw a two-thirds decline in assets in what was once the largest U.S. mutual fund
Think your millionaire clients aren’t e-media savvy? Think again
Financial advisers who think their millionaire clients would prefer sit-down meetings instead of e-mails or text messages may need to do a rethink.
401(k) balances at record level, Fidelity says
Average balances of 401(k) retirement plans reached the highest level since Fidelity Investments began tracking account values in 1998.
BlackRock’s indexed target date funds aim at Vanguard, Fidelity
BlackRock Inc. may be touting its new indexed target date series, but it will face some tough competition from established players in the market.
BlackRock takes aim at Vanguard, Fidelity with indexed target date funds
Asset manager launches mutual fund suite for 401(k) funds
Fidelity names Morrison head of fixed income
Fidelity Investments last week named Charles Morrison president of its fixed-income unit as part of organizational changes in…
Mass affluent are waiting for your text: Fidelity
Financial advisers are bumping into one another trying to win new accounts among affluent investors, but they can add some profitable business from less obvious market segments — one of which is investors who have never had a financial adviser.
Target date glide paths are ‘unstable’ at some major plan providers
Ibbotson Associates Inc. looked at 21 major target date fund families and found that a target date fund's asset allocation generally becomes more conservative as employees age.
Small foundations eye donor-advised funds
Donor-advised funds are benefiting from small family foundations' closing or suffering drops in endowment assets as the costs and administrative burden of running the foundations have become too great
Provident mess lands on Fidelity’s doorstep
Trustee petitions judge to issue subpoena to fund firm's National Financial Services unit; examining the money trail
American Funds’ offerings post big outflows in first half
Investors are continuing to flee American Funds' offerings
Growth Fund of America saw $12.5B walk in the first half
Investors are continuing to flee American Funds' offerings. Three funds from the group, a favorite of advisers, made the top five in most outflows for the first half of the year.
Fidelity adds trading to WealthCentral Mobile
Advisers can conduct transactions over iPhones and Android smart phones
