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RIA valuations are up but hitting a plateau: Fidelity
Owners of RIAs want higher prices for their firms now than they did between 2017 and 2019, the last time Fidelity did this study.
Memo to young advisors: Know the cost of a client
The opportunities for younger financial advisors to increase the value of their practices couldn't be better.
Retiree health care cost estimate ‘flat,’ Fidelity says
For the first time in nearly a decade, anticipated health care costs for retirees were unchanged from the previous year's estimate.
Cetera CEO Antoniades: ‘I’m not going anywhere’
Regardless, plenty of questions remain about the future of the long-time Cetera executive.
Fidelity bulks up its ‘disruptor’ suite with 6 new thematic ETFs
The asset manager is banking on financial advisors' growing interest in targeted investment strategies.
Fidelity leans into alternative strategies as demand grows amid economic uncertainty
Fidelity's alts platform, which launched in 2013, has seen assets grow by 70% since 2020.
The evolution of RIA consolidation starts to favor buyers
Fidelity's latest report shows more deals involving smaller firms and structures that put buyers in the driver's seat.
Cetera goes more RIA-ish by hiring Durbin from Fidelity
It's in the best interest of Cetera's owner, Genstar Capital, to make the broker-dealer network look as much like a registered investment advisor as possible.
Top Democrat opposes bill facilitating e-delivery of investment documents
Rep. Maxine Waters, D-Calif., said she's worried that seniors who aren't tech savvy may not be able to opt out and receive paper disclosures.
Morningstar brings competing model portfolios onto its proprietary platform
BlackRock, T. Rowe Price, Fidelity and Clark Capital will get shelf space alongside Morningstar's own models.
Fidelity sees shifting dynamics among RIA buyers and sellers
Private equity is still hungry for access to wealth management and smaller firms are fine-tuning their pursuit of scale.
Financial advisors wave the caution flag in client portfolios
Fidelity research shows a trend toward de-risking and an increased focus on diversification in the portfolios advisors build for their clients.
Not investing in ESG doesn’t make you anti-ESG
As the environmental, social and governance space evolves, we're learning that the value from an investment perspective is not always best, even if it's always good.
Fidelity’s health business booms as Americans pile into HSAs
More than half of consumers say they’ve taken steps to lower health care costs over the last two years, Fidelity reports.
Harvard hockey star exits family office of Fidelity dynasty
Lane MacDonald had been chief investment officer of FMR’s diversified investments group.
American Funds gets the trophy at Lipper Awards
In the economic aftermath of the pandemic, some strategies performed better than others.
Americans are losing ground on retirement readiness
A Fidelity survey produces a retirement score of 78 in 2022, down from 83 in the previous survey in 2020.
Stressed and blessed: Women want to talk finances with other women
Women are making headway with their personal financial goals, and they prefer talking with other women about money, a new Fidelity survey shows.
Number of 401(k) millionaires drops by a third in 2022
The outlook isn’t much better for 2023 as investors continue to deal with persistent inflation and economic uncertainty.
Inflation pressures not stopping retirement savers, Fidelity says
Average retirement account balances increased at the end of the fourth quarter from third-quarter levels.
