Results for "fidelity investments"

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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...

Vanguard extends TDF dominance with 'unbelievable' growth

March 6, 2018

Vanguard Group has extended its grip on the target-date-fund market over the past few years, as attention to low costs and passive management continues to offer substantial tailwinds for the fund giant. Vanguard controlled $623 billion in total...

Wall Street doesn't get much relief in Dodd-Frank reboot

March 5, 2018

The U.S. Senate is expected to approve a sweeping revamp of financial rules this week. Of all the surprises that entails — about a dozen Democrats signing on, Republicans leaving a lot of the much-maligned Dodd-Frank legislation intact —...

International ETFs ready for takeoff

March 3, 2018

When investor demand​ meets a hot market — as international ETFs are experiencing today — you'd expect the industry to roll out new products like a World War II assembly line. While that hasn't happened yet, the rally in international...

Georgetown sued for allegedly violating fiduciary duties in its 403(b) plans

March 1, 2018

Participants in two Georgetown University defined contribution plans sued the university, alleging that its management of the plans violated its fiduciary duties under the Employee Retirement Income Security Act. The participants, who are seeking...

Fidelity unlikely to scrap star system

February 28, 2018

Fidelity Investments has been moving toward a team-managed approach for more than a decade, and it's a move advisers applaud — even if they are doubtful that the Boston-based fund giant will ever ditch its star system entirely. According to...

Fidelity CEO added $2.6 billion to net worth based on company gains last year

February 27, 2018

The rising stock market has lifted the fortunes of Fidelity Investments and the billionaire Johnson family that controls it. Closely held Fidelity on Tuesday reported that its operating income jumped 54 percent to $5.3 billion in 2017, while...

Lipper awards: Vanguard the new victor

February 27, 2018

In terms of pure weight, no fund company collected more iron at this year's Thomson Reuters Lipper Awards than The Vanguard Group. The Tuesday evening award ceremony in New York saw the Malvern, Pa.-based fund complex capture 29 trophies by...

Fidelity may rein in star stock pickers

February 26, 2018

In a sign of the growing emphasis by companies to eliminate workplace harassment, Fidelity Investments said it is considering reorganizing its mutual fund management operations in a way that would deemphasize stock-picking star managers and...

Active TDF managers push to compete on fees

February 20, 2018

Asset managers with actively managed target-date funds are pushing to lower fees in an environment of heightened cost sensitivity. Litigation accusing employers of having high retirement-plan fees and the difficult-to-benchmark nature of TDF...

What it means to be a `point in time' fiduciary

February 17, 2018

Fidelity Investments' decision to serve as a "point in time" fiduciary to 401(k) plan sponsors may have some people asking, "What does that mean, exactly?" The answer boils down to timing, explained David Levine, a principal at Groom Law Group....

2017 largest variable annuity providers

February 17, 2018

VA sales have trended downward for five years, and the third quarter brought more bad news: the 
product line saw the lowest sales in 20 years. However, experts think interest may slowly pick up as advisers and insurers get more comfortable...

Is Fidelity competing with retirement plan advisers?

February 17, 2018

Fidelity Investments​ is the undisputed titan of the retirement marketplace. With $1.64 trillion in defined-contribution-plan assets under its belt, the Boston-based mutual fund company administers more than $1 trillion more in DC-plan assets...

Why some retirement plan advisers think Fidelity is invading their turf

February 16, 2018

InvestmentNews editor Frederick P. Gabriel Jr. and reporter Greg Iacurci talk about this week's cover story that looks at whether Fidelity Investments is stepping on the toes of retirement plan advisers.

Fidelity halts investor purchases of three volatility-focused ETFs

February 9, 2018

Fidelity Investments is halting investor purchases of three volatility-focused exchange-traded funds to protect customers from outsized risk. The products are: ProShares Short VIX Short-Term Futures, VelocityShares Daily Inverse VIX Short-Term...

Market pullback presents robo-advisers with biggest test yet

February 6, 2018

Robo-advisers underwent their biggest stress test to date Monday as the market's slide drove a surge in the volume of investors trying to access their accounts at the fledgling companies, most of which aren't yet 10 years old. The experience...

Financial Engines expands to small 401(k) plans with ADP partnership

February 6, 2018

Financial Engines Inc., a managed-account provider for 401(k) plans, is expanding its reach by partnering with record keeper ADP to bring its advice and investment management services down-market to small retirement plans. With $160 billion...

The dealmakers financing top adviser technology

February 3, 2018

Until recently, most private equity and venture capital firms ignored the adviser technology space, preferring instead to seek sexier — and often more lucrative — markets in consumer fintech. But some recognized the adviser industry's desperate...

Wall Street can't derail the move to lower fees

January 30, 2018

The Vanguard Group is bringing down the cost of investing and there's nothing Wall Street can do about it despite its best efforts. Some financial firms are making it more expensive — and in some cases impossible—for their clients to buy...

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