Fidelity Investments has added multi-asset sustainable portfolios to five state 529 college savings plans it manages.
In a statement, the company cited investors' increased interest in ESG.
The five funds are the Connecticut Sustainable Multi-Asset Portfolio, the New Hampshire Sustainable Multi-Asset Portfolio, the Massachusetts Sustainable Multi-Asset Portfolio, the CHET (Connecticut Higher Education Trust) 529 College Savings Plan – Advisor Plan, and the Fidelity Advisor 529 Sustainable Multi-Asset Portfolio - Class A portfolio.
Wealth Consulting Group, Coastline and Maridea report fresh capital, acquisitions and asset growth as advisor M&A keeps climbing
Carson Group's Dani Fava, Jason Pereira of Woodgate Financial, and Sally George of Convergency Partners led the raise as the growth-tech startup builds out its AI platform and leadership bench.
New teams from William Blair, Ameriprise and UBS bring more than $560 million in combined client assets to the firm's employee and independent channels.
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