Results for "fidelity investments"

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Fidelity offering model portfolios

July 12, 2018

Fidelity Investments is jumping on the model portfolio bandwagon. The Boston-based custodian with $7 trillion in assets under advisement launched on Thursday the Fidelity Target Allocation Model Portfolios, which offers five different asset...

Companies start paying employee student loan debt

July 9, 2018

Employers are trying to help employees alleviate the burdens of outstanding student loans by offering to pay off some of the debt — which totals more than $1.4 trillion in the U.S. alone, according to the Federal Reserve. It's a relatively...

New tools to protect elderly from fraud, exploitation

July 7, 2018

Late last year, Fidelity Investments became concerned that an elderly client in the Atlanta area was suffering from diminished mental capacity and was being taken advantage of by a neighbor. To protect her, Fidelity froze her accounts, which...

Fidelity lawsuit highlights firms' vulnerability

July 7, 2018

A millionaire widow's​ lawsuit against Fidelity Investments is a good example of how a firm can be sued even as it's trying to protect an elderly client from financial exploitation. In her lawsuit, Claudine Webb claimed that by freezing the...

More about death and taxes

July 6, 2018

Taxes matter. A lot. Recent research by 1st Global places tax knowledge at the top of a list of important factors that clients consider when selecting a financial adviser. Taxes are the biggest expense paid over their lifetime by most investors,...

Goldman Sachs poses new threat to active mutual fund managers

July 5, 2018

Truly passive index and exchange-traded funds are winning over many financial advisers. There are some holdouts among these middlemen who look after perhaps as much as $25 trillion. They are not rushing to move their clients into cheap beta-style...

Fee pressure driving asset managers into wealth management

July 5, 2018

Faced with withering competition that is forcing asset management fees lower, mutual fund companies are branching out into portfolio modeling and invading the wealth management business, according to a new study from Cerulli Associates. "The...

Agree to disagree: Top financial issues couples fight over

June 29, 2018

When couples don't agree about finances it can make retirement planning nearly impossible. Here are all the different ways couples typically disagree about money, according to the 2018 Fidelity Investments Couples & Money Study. The study examined...

Empower's new 401(k) cybersecurity guarantee a sign of the times

June 26, 2018

Empower Retirement, one of the largest retirement-plan record keepers, has begun offering participants a backstop against financial losses resulting from cyber attacks — both a sign of the mounting threat digital crime poses in the 401(k)...

How technology is reshaping the advice business

June 23, 2018

Two days of​ high-level talks with fintech experts, advisers, broker-dealers and custodians answered an important question for anyone looking for the perfect technology stack. It isn't out there. Perhaps most important is for firms to create...

Ways to improve adviser adoption of new technology

June 23, 2018

Now that you have new tech, here's how to get advisers on board A lot is said about the benefits of technology for advisers, but less is said about how advisers can actually realize those benefits. After all, simply buying the latest gadget...

Fidelity hedges the Fed by expanding into factor-based bond ETFs

June 14, 2018

With the Federal Reserve inching interest rates higher, more creativity will be called for fixed-income allocations, which is the wave Fidelity Investments is hoping to catch with two new factor-based strategies. Rolling out low-cost factor-based...

401(k) advisers, is your value proposition even valuable?

June 6, 2018

If you talk to any marketing consultant, one of the top things they bring up is having a value proposition. This is commonly known as your "elevator pitch." Basically, if you're at a cocktail party, how do you describe what you do to people?...

Teamwork makes the dream work at Pimco

June 5, 2018

The sun hasn't yet lit up the California sky when Daniel Ivascyn and Emmanuel "Manny" Roman join each other at side-by-side desks on the 20th-floor trading room of Pacific Investment Management Co. From their aerie overlooking a luxury shopping...

Death and taxes: A conversation we must have

May 30, 2018

With apologies for the dog-eared title, I had to follow up my last column about the importance of the wealth management ecosystem by calling out the importance of a really good human adviser. And there's no better place to start than with the...

Legg Mason hopes to reverse TDF fortunes with MassMutual deal

May 30, 2018

Legg Mason is making another attempt at breaking into the target-fund market through a partnership with Massachusetts Mutual Life Insurance Co., a move that hints at the challenges asset managers have faced in 401(k) distribution and emerging...

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...

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