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Cash is king as investors flee bond funds, active equities in March
Outflows from fixed-income funds hit a record $240 billion last month, says Morningstar
Fidelity plans to hire 2,000 employees to bolster service
The financial services firm plans to add consultants and service representatives around the country
Fidelity liable for some 401(k) claims: Court
The company failed to monitor plan fiduciaries' handling of investment and record-keeping fees, the judge wrote
SEC lifts borrowing rules for funds hit by liquidity crunch
The regulator is allowing mutual funds to borrow from managers or other funds to meet redemption requests
David Canter says Fidelity is ready to compete with a Schwab-TD combo
The head of Fidelity's RIA business warns against underestimating the big private company's breadth and depth
Vanguard, TD Ameritrade latest digital services to struggle with market downturn
With more people than usual logging in to check their accounts or make trades, some platforms are slowing down
Advisers split on proposals for financial transaction tax
Some say it’s a smart way for government to raise revenue; others say it penalizes investors
Fidelity, Schwab customers saw online delays
The website problems came as markets tumbled Monday morning
401(k) ‘kickback’ suit against Fidelity booted from court
A federal judge found that Fidelity was not a fiduciary to the plans at the center of a class-action lawsuit
Saving time, tech integration are themes at T3
LPL, Fidelity and Orion were among the companies announcing new integrations at the conference
Fidelity redesigning Wealthscape platform and mobile apps
Fidelity Institutional's Lisa Burns describes the tech changes on the horizon for its clients.
Fidelity forced to play defense against Schwab’s custody pledge
Custodian gets called out at the worst possible moment for imposing fees on RIAs that don't use its cash sweep accounts
Retirement millionaires hit record, Fidelity says
The increase in the number of millionaires reflects both higher savings rates and the market's rally
Fidelity’s donor-advised fund saw $7.3 billion in gift-giving in 2019
Fund giant says 74% of grants went to a charity the donor had previously supported
Annuities are heading to 401(k)s
The SECURE Act makes it more likely that employer-sponsored plans will add insurance products, and advisers will have ample opportunities to help clients
Sales, returns push TDF assets up by $290 billion in 2019
Vanguard still accounts for 37% of the market for target-date funds, Morningstar data show
As clients and advisers get younger, firms feel pressure to up their tech game
There is no upside to falling behind the technology innovation curve
401(k) savings up, but still too low: Fidelity survey
Most Americans are aware they save too little for retirement, giving themselves a letter grade of "C" or lower
Fidelity adds fractional share trading to retail online brokerage
The company is gauging adviser demand before making the capability available on Fidelity's custody and clearing platform
Can nontransparent ETFs save active management?
Asset managers have high hopes for the new type of wrapper, expected to hit the market in the next few weeks
