Results for "fidelity investments"

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Advisers and clients agree: Life's better in the wealth management ecosystem

May 15, 2018

Wikipedia says an ecosystem "is a community made up of living organisms and nonliving components." A digital ecosystem is a "distributed, adaptive, open socio-technical system with properties of self-organization, scalability and sustainability."...

Michael Murray only latest to leave LPL's recruiting staff

May 14, 2018

An industry powerhouse when it comes to recruiting, LPL Financial has recently seen several senior and mid-level recruiters jump ship or retire. The most conspicuous departure was disclosed last week, when Cetera Financial Group said it hired...

Creating a resilient glide path for a target date strategy

May 9, 2018

This eBook highlights how Fidelity uses market environment analysis to help improve retirement outcomes.

Target-date-fund fees fall for ninth consecutive year

May 8, 2018

The average asset-weighted expense ratio for a target-date mutual fund series fell to 66 basis points in 2017, making it the ninth consecutive year the ratio has declined, said Morningstar's latest annual survey of target-date funds released...

Fidelity reportedly fires about 200 for abusing employee benefit

May 7, 2018

Fidelity Investments has fired about 200 employees who were accused of abusing company benefits, according to a person familiar with the matter. Fidelity had a program which reimbursed workers for 20% of the purchase of computer equipment up...

Fidelity manager hasn't been this excited by bonds in five years

May 7, 2018

Fidelity Investments fund manager Jeff Moore hasn't been this excited about the bond market in a long time. The sell-off in U.S. and Canadian bonds has raised yields due within 10 years to levels at which investors can finally get decent returns,...

Building a team can help advisers build their practice

May 4, 2018

Teaming up with other advisers or practitioners — like attorneys, estate planners and accountants — offers compelling benefits to financial advisers, in the form of broader specialization, attraction and retention of more clients. Generally...

Wells Fargo wouldn't be the first to push proprietary products on 401(k) plan participants

April 27, 2018

The disclosure of an alleged Labor Department investigation of Wells Fargo sales practices — including those in its retirement-plan services division — is sure to raise a few eyebrows, but should this sort of thing really be a revelation...

The transformation of the adviser-client experience

April 23, 2018

In 1955, the Detroit auto companies owned 95% of the U.S. market – but the times they were a-changin'. Returning servicemen were having families and moving to the suburbs, driving demand for smaller second cars. The Big Three liked the big...

Fidelity changing the way it charges for financial advice

April 12, 2018

Fidelity Investments is changing the way it charges wealth management customers for advice, based on the amount they have invested with the firm. The new fees begin in July for the more than 800,000 customers of the wealth unit. The charges...

Charitable giving through donor-advised funds on rise

April 6, 2018

The spirit of giving appears to have enjoyed a short-term boost thanks to a confluence of factors, including December's tax-reform package. Grants from donor-advised funds — which allow account holders to receive a tax deduction immediately,...

JPMorgan accused of wrongful death by estate of star broker

April 3, 2018

The estate of a deceased broker filed a wrongful death lawsuit against JPMorgan Chase & Co., saying he took his life after becoming despondent because he was forced to retire. Michael A. Lorig suffered from depression and mental illness, and...

Loosened rules at odds with efforts to cut 401(k) loans, hardship withdrawals

April 2, 2018

Even as lawmakers loosened restrictions on hardship withdrawals for retirement plan participants, defined contribution plan executives and their service providers are continuing to look for ways to reduce the effects of loans and withdrawals...

Cost-cutting takes precedence in competitive defined-contribution environment

March 23, 2018

U.S. target-date fund managers are continuing to find ways to cut costs amid heightened fee scrutiny from plan executives and consultants, increased competition among managers, and a desire among managers to help improve participants' retirement...

Wealthfront valuation reportedly slashed by about a third in most-recent funding round

March 23, 2018

Wealthfront Inc.'s valuation was cut by about a third in its most-recent funding round after rising competition dented optimism about the startup, according to people familiar with the matter. The digital wealth-management startup, which amassed...

Women's History Month: Celebrating the women of financial planning

March 22, 2018

March marks the 31st year of National Women's History Month, which was designated by the U.S. Congress in 1987 as a time each year when the nation can collectively acknowledge and celebrate the achievements of American women. Over the past 31...

Fidelity maintains target-date volume; Vanguard comes out on top

March 22, 2018

Fidelity Investments remains the second-largest target-date fund provider, despite experiencing a total of $20 billion in outflows between the start of 2012 and the end of February. The company did have net inflows of $3.1 billion in 2017 after...

Aon Hewitt wins 401(k) lawsuit over robo-adviser kickbacks

March 21, 2018

Aon Hewitt has won a lawsuit alleging that it engaged in a kickback scheme with a 401(k) plan robo-adviser that inflated costs for retirement plan participants. The lawsuit, originally filed in January 2017 on behalf of participants in the Caterpillar...

401(k) robo-revolution is underway

March 17, 2018

Tech upstarts are making inroads into 401(k) plans and that's bad news for some retirement plan advisers. Such fledgling companies as Betterment for Business, ForUsAll, Human Interest and Vestwell, as well as more established players such as...

Fidelity names two execs to head $1 trillion equity division

March 6, 2018

Fidelity Investments has named Tim Cohen and Pam Holding to run its nearly $1 trillion equity division, replacing Brian Hogan, who moved to a different unit in January. The move fuels the rumors that Fidelity is moving toward a more team-based...

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