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Fidelity unveils for-teens, by-teens thematic baskets
Billed as an industry first, the investing giant’s new thematic lineup targets three sectors and trends that are on next-gen investors’ radar.
AlphaTrAI hires fintech innovator as its new president
The firm continues to elevate its capabilities in AI-driven business solutions.
Fidelity unveils next-gen campaigns in fight for financial literacy
The company is drafting its 74,000-plus army of associates to raise the bar on middle school and high school financial education.
Two-thirds of Americans want an alternative path to retirement
New report from Fidelity uncovers changing attitudes about retirement, concerns around savings, and use of technology across generations.
Fidelity to cut about 700 jobs
The move affects less than 1% of the workforce, according to a Fidelity spokesperson.
Fidelity moves to arm advisors with alts intelligence
The investment giant is helping to level the playing field against institutions with a new proprietary research portal.
Women are taking action against financial stress, Fidelity finds
Four-fifths of women are taking control, with Gen Z leading the way in dismantling gender stereotypes.
RIA M&A is here for the longer term, says Fidelity
Strong activity in the third quarter of 2023 continued into the fourth quarter.
Wirehouse veterans launch firm for ‘millionaire next door’ with Dynasty, Fidelity
Financial advisor trio previously managed $420M at Merrill Lynch.
More Americans are tapping their retirement accounts in current hard times
But Fidelity research also reveals encouraging long-term savings behaviors.
Fidelity aims to make its mark in ETF market
The fund company is seeking a government waiver allowing its actively managed mutual funds to also operate as exchange-traded funds, a concept Vanguard pioneered.
Advisors prefer independent business models, Fidelity finds
Firm launches Independence Hub to help educate those advisors making the transition to independence.
Advisors encourage clients to establish emergency savings funds
Fidelity survey says lack of money for a rainy day is a major source of stress. 'We always recommend having an emergency fund, whether [clients] need it or not,' an advisor says.
Retirement plan confusion creating advisor opportunities
Although 76% of sponsors were extremely satisfied with their current plan advisor, 22% reported they were actively looking to switch.
401(k) millionaires stage comeback in Q2 with market gains
This year's double-digit gains in the S&P 500 have helped swell retirement balances, Fidelity says.
How the end of the student loan pause could affect retirement saving
Next year, more employers will start offering 401(k) matches for workers who don't contribute but are paying down loans.
Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity
Advisors hail traditional benefits of ETFs while trend toward aggressive equity exposure shows how 'soft landing has replaced recession.'
Fidelity leads flurry of bitcoin ETF refilings to answer SEC questions
All five of the refiled applications indicated that Coinbase will provide market surveillance for their funds, a fact that wasn't included in previous iterations.
Fidelity joins race for spot-bitcoin ETF with SEC filing
It's the latest high-profile traditional financial finance firm to file for such an exchange-traded fund, after BlackRock made a splash with its June 15 application.
Fidelity to convert $13 billion of mutual funds into ETFs
The shift from mutual funds to exchange-traded funds has affected almost $100 billion in assets, as investors opt for lower-cost, tax-efficient ETFs over mutual funds.
