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Senior executive leaves Fidelity post
Michael Clark, president of Fidelity Investments' institutional products group and a member of the executive committee, has left the firm.
Senior Fidelity executive Michael Clark steps down
Michael Clark, a member of the executive committee of Fidelity Investments, has left the firm and been replaced in his role as president of the firm's institutional products group.
Fidelity’s Sipple jumps to Putnam
Scott Sipple was named managing director and head of strategic relationship management at Putnam Investments, said spokeswoman Laura…
FundQuest adds Fidelity VA to platform
FundQuest has added Fidelity Investments Life Insurance Co.'s Personal Retirement Annuity to its platform, marking the first time that the Fidelity variable annuity will be available to fee-based advisers through a managed-account provider.
Practice management services seen as best way custodians can win RIAs
Broker-dealers that hold client assets for registered investment advisers are pointing their marketing and technology arrows at practice management.
Fidelity risks YouTube treatment with video contest
Fidelity Investments today announced the launch of a video contest challenging aspiring filmmakers to create their own ads portraying the green line the firm uses in its TV commercials.
Bond choices too narrow for 401(k) investors: advisers
Despite the market rebound, investors are continuing to pour money into bond funds, causing a number of asset managers and financial advisers to make sure that their clients are diversifying their fixed-income holdings.
Fund firms step up hiring
As investors slowly dip their toes back into the stock market, mutual fund companies are cautiously hiring again.
Fidelity slashes fees on 529 plans
Fidelity Investments on Tuesday announced that it is cutting its management fees on its Section 529 plans. The reduced rates will apply to Fidelity's seven state-sponsored 529 plans.
Fidelity fielding teams to serve operations needs of top RIAs
Fidelity Investments is unveiling details of the enhanced service model that Charles Goldman, head of its institutional platforms business, promised for registered investment advisers when he joined the firm from The Charles Schwab Corp. almost a year ago.
Fidelity unveils market analysis aimed at RIAs
In a move to attract and retain registered investment advisers and independent-broker-dealer clients, Fidelity Investments has introduced a program that it says offers financial advisers access to market analysis and industry insights.
Fidelity markets new tools guiding brokers to ‘independence’
Fidelity Investments today unveiled an expanded Transition Solutions program that it says will help brokers at large firms make sense of the options open to them as they weigh independence.
Fidelity funds see outflows for the first time in six months
Fidelity Investments experienced outflows in its long-term mutual funds in October — the first time the fund behemoth has seen net outflows in months.
FundQuest adds Fidelity VA to platform
FundQuest has added Fidelity Investments Life Insurance Co.'s Personal Retirement Annuity to its platform, marking the first time that the Fidelity variable annuity will be available to fee-based advisers through a managed-account provider.
CFP Board readies ethics lessons for firms that work with licensed planners
The Certified Financial Planner Board of Standards Inc. expects to roll out draft guidelines next month for insurance firms, broker-dealers, banks and money managers to help them comply with the organization's ethical standards for independent advisers.
401(k) holders made out OK, says Fidelity
If you had a good mix of stocks and bonds in your retirement account and you left it alone through the market madness of the past year, more than likely you're in good shape now.
Target date fund liquidations double from full-year-2008 levels
There have already been more than three times the number of target date fund liquidations so far this year than there were in all of 2008. Moreover, experts predict that trend to increase as smaller fund managers are finding it nearly impossible to gain traction in the market.
Fidelity unveils online international stock trading
Fidelity Investments, jumping on growing demand from investors for higher returns and diversification through international stock trading, is making it easier for independent advisers, brokers and direct retail investors to access overseas markets in U.S. dollars or local currencies.
Fidelity unveils online international stock trading service for advisers
Fidelity Investments, jumping on growing demand from investors for higher returns and diversification through international stock trading, is making it easier for independent advisers, brokers and direct retail investors to access overseas markets in U.S. dollars or local currencies.
