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.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
