Results for "fidelity investments"

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Bad things happen to good clients — and your response is critical

September 17, 2018

Life happens. Typically when you least expect it, something happens that's neither anticipated nor welcome. Bad news can arrive from many sources — your father's doctor, your doctor, the police, your spouse. The impact can be devastating,...

Fidelity CEO says zero-fee funds aimed at attracting new customers

September 14, 2018

Fidelity Investments CEO Abigail Johnson said the company's decision to launch a series of no-fee mutual funds had a simple rationale: Bring in new customers. "The objective was to lower the friction and get more people to try Fidelity," Ms....

Stocks are doing OK. Asset managers' stocks? Not so much

September 14, 2018

The U.S. stock market is having another solid year. You wouldn't know it by looking at the shares of companies that manage money. The S&P index of 18 asset managers and custody banks is down almost 11% this year, compared with a gain of more...

Fidelity launches two more zero-fee funds

September 13, 2018

Fidelity Investments said it will start two additional zero-expense-ratio mutual funds, stepping up its push to lure cost-conscious individual investors. The Fidelity Zero Large Cap Index Fund and the Fidelity Zero Extended Market Index Fund...

SEC-registered advisers continue riding the fee-based wave

September 6, 2018

Wealthy clients may represent the crown jewel for financial advisers, but regular earners still make up the overwhelming majority of clients being served across the financial planning industry. According to the 2018 Evolution Revolution report,...

Mutual fund fee wars will encourage bad behavior

September 6, 2018

Fidelity Investments introduced two mutual funds last month that cost investors nothing. One is focused on U.S. equities and the other on international assets. This is not a gimmick. The funds have already attracted almost $1 billion. The move...

Fidelity sees two zero-fee index funds rake in almost $1 billion in first month

September 4, 2018

Investors poured almost $1 billion into Fidelity Investments' two zero-fee index funds in their first month of operation. The Fidelity Zero Total Market Index Fund attracted $753.5 million through Aug. 31, while the Fidelity Zero International...

As ESG investments boom, asset managers seek out fixed-income options

August 30, 2018

Wall Street's do-good investment boom is finally taking notice of the credit markets. Sustainable investment assets grew 37% last year, according to Bloomberg data, but the majority of those funds focus on stocks. That's leading to some awkward...

Merrill Lynch reverses policy on banning IRA commissions following death of DOL fiduciary rule

August 30, 2018

Merrill Lynch is reversing its ban on commissions in individual retirement accounts, undoing a first-of-its-kind policy among the major brokerage firms that was established nearly two years ago as the Department of Labor fiduciary rule loomed...

Fidelity breaks through $2 trillion in retirement assets

August 28, 2018

Fidelity Investments became the first retirement-plan record keeper to amass $2 trillion in assets on its platform, bolstered by record sales numbers over the past year and a surging stock market. Defined-contribution assets — including those...

Adoption is the new innovation

August 24, 2018

In my last column, I ruminated about the number of fintech products flooding the adviser market and wondered how anyone could evaluate — let alone select — from among the vast array. I shared the poignant slide from Michael Kitces showing...

Active managers fall further behind indexes

August 23, 2018

Fewer stock pickers are beating their indexes, with value managers among the worst performers. Just 36% of actively managed stock funds topped indexes in the year through June, down from 43% in 2017, according to a Morningstar Inc. report. Pickers...

Mercer Advisors beefs up M&A team to target RIAs

August 22, 2018

Mercer Advisors, which over the past two years has acquired 13 advisory firms with more than $4.2 billion in assets, is doubling down on its acquisition campaign with a string of recent hires to build out its merger and acquisition team. "The...

Why your 50-year-old clients may need you the most

August 22, 2018

Clients who are 10 to 15 years away from retirement need you. They're likely getting more concerned about market volatility and its impact on their savings, but at the same time they're more aware than ever that they need their nest egg to grow...

JPMorgan offer of free trades hits discount brokerages

August 21, 2018

The biggest U.S. bank is joining an escalating battle for retail investors, and the news hit discount brokerages hard. JPMorgan Chase & Co.'s plan to roll out a mobile brokerage platform next week that includes free research and some free trading...

What's in a name? For TCA by ETrade, everything

August 18, 2018

Has Trust Company of America hitched its wagon to a star or turned its back on loyal clients? It depends on whom you ask. Either way, the $275 million acquisition in April of TCA by discount broker ETrade has the custodian world buzzing. In...

Money managers prep for $1.5 trillion in corporate cash

August 17, 2018

The biggest U.S. asset managers are going head-to-head to win a piece of a $1.5 trillion corporate cash comeback. That's the sum companies are expected to bring onshore under the U.S. tax overhaul passed last year, according to Invesco estimates....

12 super cheap index funds you'll want

August 16, 2018

Fidelity Investments reset the bar earlier this month when it rolled out two zero-fee index funds. But, as Morningstar’s research illustrates, there are still a lot of good funds that can be had for next to nothing. Here are seven low-cost...

Plan sponsors shift focus away from costs

August 13, 2018

With about one-third of plan sponsors citing it as their major concern, effectively preparing employees for retirement financially has slightly edged out an emphasis on reducing plan costs as their top issue. That was the key finding of Fidelity...

Networking plays a key role in helping women advisers advance

August 9, 2018

As our members know, the Financial Services Institute has been highly engaged for many years in the crucial mission of helping women begin and develop successful careers in the financial advice industry, both as advisers and home office executives....

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