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Are Directed Trusts Too Good to Be True?
Decade-old trust feature that splits trustee and advisor into separate operations has become accepted practice for banks and trust companies nationwide; but questions remain: will they last? On the...
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TD and Fidelity Win Top Honor as Advisors’ Most Trust-Friendly RIA Custodians
Looking for an RIA custodian that supports trust accounts? Our survey reveals that Fidelity and TD Ameritrade in particular have come a long way to provide a flexible trust platform that really helps...
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Fidelity: 401(k) Balances Grew Average 8 Percent in 1Q
Employee 401(k) accounts grew nearly 8 percent last quarter as a surging stock market boosted investment returns and worker contributions increased. Fidelity Investments, the nation’s largest 401(k)...
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Fidelity Investments Chooses Chairman’s Daughter as Leader
Fidelity Investments said on Tuesday that it had promoted Abigail P. Johnson to run all of the company’s core businesses. She will continue to report to her father, Edward C. Johnson III, the chairman...
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Banks Expect Wealth Management Practices to Grow 25 Percent in Next Five Years
Fidelity Study Uncovers Five Key Traits of “Pacesetters” and Five Challenges to Overcome Fidelity Institutional, the division of Fidelity Investments that provides clearing, custody and investment...
View ArticleFidelity Investments Acquires eMoney Advisor
Fidelity Investments announced that it has agreed to acquire eMoney Advisor, a leading wealth planning software company, as part of Fidelity’s commitment to deliver an industry leading suite of...
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Bloomberg: Fidelity Starts Testing Robo-Adviser Service on Existing Clients
Automated portfolios include index funds and BlackRock ETFs. Offering targets younger investors who are saving in cash. Fidelity Investments, the second-largest U.S. mutual fund company, will test an...
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Bloomberg: Fidelity Seeks SEC Approval to Start Its First Smart-Beta ETF
Firm applies to make funds based on proprietary indexes. Fidelity’s self-indexing ETF would select value stocks. Fidelity Investments is seeking permission to offer exchange traded funds that track...
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Fidelity® Launches Expanded Private Equity Platform for Financial Intermediaries
Financial Advisors and Family Office Professionals to Gain Greater Access to Private Equity Funds for Qualified Clients Through New Strategic Relationship with iCapital Network and Expanded...
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TD Ameritrade, Fidelity Brokerages Suffered ‘Brexit’ Slowdowns
Some self-directed investors found themselves shut out from their portfolios Friday morning as markets reeled from the U.K.’s vote to leave the European Union. Investor Kevin Michael Martin was...
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Fidelity® Lowers Expenses On 27 Index Mutual Funds And ETFs
Fidelity’s Index Funds Already Among Very Lowest in Industry; Expense Reductions Offer Even Better Value, Save Shareholders $20 Million Annually Fidelity Investments® announced that effective July 1,...
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How Much Do You Really Need To Save For Retirement? You Be The Judge
Are you saving enough for retirement? It really depends on whom you ask. The National institute for Retirement Security (NIRS), relying on a Fidelity Investments rule of thumb, says that Americans need...
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8th Fidelity® Millionaire Outlook Study Uncovers What Drives Millionaires To...
Nearly two-thirds of millionaire investors (62 percent) rely on financial advisors to help them manage and protect their wealth. Similarly, advisors rely on their current clients to drive referrals,...
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Bloomberg: Fidelity Seeks SEC Approval To Start Its First Smart-Beta ETF
Fidelity Investments is seeking permission to offer exchange traded funds that track customized indexes, providing the firm with an entree into the fastest growing sector of the ETF market. The...
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Fidelity Investments Launches Global Real Estate Fund
Fidelity Investments has launched a new global real estate fund. The Fidelity Advisor Global Real Estate Fund will invest in both foreign and domestic real estate holdings and is managed bySteve...
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Fidelity To Expand ETF Offerings With New Smart-Beta Lineup
Fidelity Investments, one of the largest U.S. mutual fund companies, is expanding its exchange-trade funds business by introducing its first so-called smart beta offerings. The firm expects to start...
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Intro Guide to the Fidelity Convertible Securities Fund (FCVSX)
Fidelity Convertible Securities Fund ( FCVSX ) a Zacks Rank #2 (Buy) was incepted in January 1986 and is managed by the Fidelity Group. FCVSX’s main objective is high total return through a combination...
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Schwab Cuts Fees On Five ETFs As Industry’s Price War Heats Up
Charles Schwab Corp. cut prices on five of its exchange-traded funds, just two days after BlackRock Inc. intensified the price war in the industry by reducing expenses on 15 of its funds. San...
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Freaked Out by the Election? Check Your 401(k)
Story written by Suzanne Woolley at Bloomberg You know it’s bad when you turn to your retirement balance to take the edge off. The average 401(k) balance gained for the second quarter in a row, inching...
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Should Your Employer Go Full Robo on Your Retirement Savings?
Story written by Suzanne Woolley at Bloomberg Vanguard Group and Fidelity Investments manage hundreds of billions of dollars in defined-contribution money for thousands of retirement plans with...
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