Results for "fidelity investments"

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Edward Jones is winning the Google search war

June 22, 2017

Edward Jones' financial advisers tend to land on top when it comes to Internet searches. The firm, which has 15,000 advisers, is the wealth management industry's leader in attracting online traffic to their websites from those who search for...

Voya's win in 401(k) fee suit involving Financial Engines bodes well for other record keepers

June 22, 2017

The dismissal of a lawsuit against Voya Financial Inc. for its relationship with 401(k) robo-adviser Financial Engines could be a harbinger of success for other major retirement-plan record keepers locked in similar legal battles. Judge Lorna...

Putnam, Fidelity win respective 401(k) lawsuits

June 20, 2017

Putnam Investments and Fidelity Investments have prevailed in separate legal fights centering on their fiduciary duty to retirement plans, at a time when financial services companies are increasingly being targeted for 401(k) self-dealing. A...

Most advisers could be doing a lot more with tech

June 20, 2017

Only two in five financial advisers are implementing technology throughout their businesses, but those who do are earning more and serving more millionaire clients than their peers, a new study shows. The number of advisers who use technology...

Grad students could fund IRAs with stipends under Senate bill

June 19, 2017

A bi-partisan Senate bill that would allow funds from a graduate student's stipend or fellowship to be deposited into an Individual Retirement Account has been introduced by Elizabeth Warren (D-Mass.), Mike Lee (R-Utah), Ron Wyden (D-Ore.) and...

New York Life's MainStay lays off defined-contribution wholesalers amid challenging market

June 16, 2017

MainStay Investments, the mutual fund and exchange traded fund distribution arm of New York Life Insurance Co., has laid off some of its wholesalers calling on retirement plan advisers and consultants, as the defined contribution market grows...

Fidelity launches funds that can make RMDs for aging baby boomers

June 12, 2017

Fidelity Investments is hoping to rouse interest in an otherwise sleepy market for managed-payout funds by launching funds that can make required minimum distributions for investors, at a time when the first baby boomers have just started reaching...

401(k) record keepers making big bets on managed accounts

June 1, 2017

Fidelity Investments and Empower Retirement are making big bets on 401(k) managed accounts, and competing defined-contribution-plan record keepers are poised to follow suit. What isn't yet clear is if these bets will pay off for retirement plans...

Fee pressure has RIAs considering moving from AUM to retainer model

May 26, 2017

As investors become increasingly cost conscious and more savvy about fees, some financial advisers claim to be poised to field any and all challenges by embracing a retainer-fee model. Unlike the more popular model of charging clients based...

Technology: reshaping the future of wealth management

May 22, 2017

Technology is reshaping wealth management in every way — from the tools advisors use to provide financial advice to the very nature of that advice itself. To provide insights into these changes and how successful advisors can maximize technology's...

Use of multiple record keepers could hurt defendants in 403(b) lawsuits

May 19, 2017

Judges in lawsuits targeting the Duke University and Emory University retirement plans have given life to a novel claim against the universities' use of multiple record keepers, setting the stage for a potential legal blow to a common practice...

401(k) managed account competition heats up as Fidelity expands reach

May 17, 2017

Fidelity Investments, the largest provider of defined contribution plans, is moving to expand the reach of its fiduciary managed-account service for retirement plan participants by making it available to record-keeping platforms outside of its...

Fidelity launches two ESG index funds

May 15, 2017

Fidelity Investments has launched two environmental, social and governance index funds: the Fidelity U.S. Sustainability Index Fund and Fidelity International Sustainability Index Fund. The two funds — the firm's first ESG index funds —...

Fidelity's approach to DOL fiduciary rule rankles some 401(k) advisers

May 15, 2017

Fidelity Investments is aggravating some retirement plan advisers. Their ire stems from changes that Fidelity, the largest record keeper of defined-contribution plans, is making to its business in relation to compliance with the Labor Department's...

Will the fiduciary rule shrink the ever-expanding world of share classes?

May 13, 2017

First there was​ little share class A. Then there were little share classes B and C. Faster than you could say, "The Cat in the Hat," there were little share classes I, N, K, F and Y. Now the fund industry is contemplating unleashing an estimated...

Auto features are helping to fuel 401(k) growth

May 12, 2017

Automation, that demon of American job security, may be the patron saint of retirement savings. The average balance in a 401(k) defined-contribution account at Fidelity Investments hit a record $95,500 in the first quarter, up more than 9% from...

Fidelity launches savings plan for disabled children

May 10, 2017

Nearly a year after tax-advantaged savings plans for disabled children were first made available, investing giant Fidelity Investments is jumping into the business to offer the specialized accounts to U.S. families. The Boston-based firm on...

9 more firms adopt fee disclosure template for clients

May 9, 2017

Nine financial firms agreed Tuesday to adopt a fee disclosure template developed by state regulators and other groups that is designed to help clients understand and compare service and maintenance costs. The North American Securities Administrators...

Fidelity names Judy Marlinski to lead institutional asset management group

May 8, 2017

Fidelity Investments on Monday announced Judy Marlinski has been named president of Fidelity Institutional Asset Management. As head of the distribution and client service unit focused on the investment needs of financial advisers, institutional...

CFP Board launches program to attract more women planners

May 4, 2017

The CFP Board Center for Financial Planning is creating a pilot program known as the Financial Planning Re-entry Initiative (FPRI) aimed at expanding the pool of female financial planners. Working in partnership with iRelaunch, a firm that develops...

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