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Dramatic course change at Magellan, as Fidelity dumps Lange
The Magellan Fund was once the envy of the industry. But in recent years, it has bled assets and consistently under performed. Fidelity had to do something to right the ship. On Wednesday it did, bringing in a new portfolio manager.
Fidelity changes DBA of distribution unit
Fidelity Investments Institutional Services now Fidelity Advisor Solutions; Couto named president
New Fidelity funds meld target date portfolios, muni bonds
Fidelity Investments is marrying the concepts of target date portfolios and municipal-bond investing
Couples: Talk about retirement plans, finances
A Fidelity survey of married couples finds that they aren't on the same page when it comes to retirement planning, finances.
Regulators eyeing changes to money funds
Money market funds are front and center in Washington again, just 16 months after regulators tightened rules on the $2.7 trillion industry
Fidelity’s Carlson bucks Pimco, Goldman Sachs by touting U.S. dollar
'I've never been more optimistic on the long-term prospects of the U.S. dollar and U.S. economy,' says fund manager
Want to retain retiree clients? Put their retirement income plan on paper
Investors prefer to get their retirement income plans in writing, but advisers tend to back away from giving clients a detailed blueprint, a Fidelity Investments survey has found.
Neuberger Berman bulks up with three defined-contribution wholesalers
Neuberger Berman minds client relationships with newly hired trio of defined-contribution wholesalers; asset gathering to come.
RIAs: The struggle for advisory firms to maintain growth
RIA firms shouldn't expect the good times to last. After benefiting from strong equity markets in 2009 and 2010, registered investment advisory firms will be battling head winds for the next few years as they seek further growth, observers predict
Fidelity offering breakaway hybrids new services
Fidelity Investments is improving services for breakaway hybrid advisers who face bumps in setting up dual advisory and commission businesses, the fund giant announced today.
Fido’s distribution boss set to depart
Fidelity Investments, the world's second-biggest mutual-fund manager, said Peter Cieszko plans to leave as head of its distribution unit next month after about two years at the company.
Vanguard, Fidelity top list of social-media-savvy fund managers
The Vanguard Group Inc. and Fidelity Investments top a list of firms in the asset management industry ranked by how well they use social media.
Reps, advisers still going independent, still doing it for the dough
A Fidelity survey finds advisers and brokers are still striking out on their own. And they're taking more and more of their assets with them when they leave.
Banks butting heads with Vanguard, Fidelity in 401(k) scrum
BofA, JPMorgan and Wells looking to horn in on retirement plan biz; could be good news for employees
Fidelity’s high turnover a possible red flag, says Morningstar
Portfolio manager turnover at Fidelity Investments is higher than at its peers and may be a red flag about how things are going at the firm, according to an article posted on Morningstar.com today by analyst Christopher Davis.
Morningstar sees red flag in Fidelity’s fund manager turnover
Portfolio manager turnover at Fidelity Investments is higher than at its peers and may be a red flag about how things are going at the firm, according to an article posted on Morningstar.com last week by analyst Christopher Davis
Two notable executives exit Fidelity
Fidelity Investments is losing two top executives
How the top RIAs firms are leveraging technology
Top-performing adivsory firms tend to employ fewer staff members, keep a lid on salaries and are more productive — largely as a result of wringing every bit of efficiency out of their technology, according to InvestmentNews' RIA Technology Study, to be published later this month
Fidelity exec signs on with Focus Financial
Focus Financial Partners LLC today announced it has hired Mark Dupont as director of adviser services.
How tax changes are boosting gift fund donations
The tax deal reached in December by congressional leaders and the Obama administration is fueling a boost in donations into donor-advised funds.
