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Adviser helps millennials save for retirement — and see the world along the way
Richard Cooke has found a niche serving clients just like himself — millennials who love to travel.
Fidelity’s outgoing RIA boss, David Canter, joining Bluespring Wealth as president
After a decade at Fidelity, Canter will take over leadership of Bluespring, the RIA roll-up subsidiary of Kestra Holdings, with a focus on M&A, firm strategy and organic growth.
Fidelity moves into liquid alts space with two new mutual funds
The debut of the macro opportunities and risk parity strategies paves the way for an expanding alternatives lineup.
David Canter to exit Fidelity’s RIA custody business
The popular Fidelity exec has been in charge of the firm's registered investment adviser business since 2017, and has worked for Fidelity since 2009.
How firms can win the next generation of talent
Wealth management firms vying for next-gen talent must rethink long-held expectations about how, where and why people go to work, according to speakers at InvestmentNews' 40 Under 40 gathering.
Fidelity launches DIY custom indexing
With Solo FidFolios, do-it-yourself investors can create their own custom index, either by starting from scratch or choosing one of 13 thematic stock models and adding or subtracting stocks and updating weights.
Yellen says crypto is ‘very risky’ option for retirement savers
Treasury chief says it would be reasonable for Congress to regulate what assets could be included in tax-favored retirement vehicles.
Citadel Securities, Virtu form crypto plan with Fidelity, Schwab
The crypto offering, still in its early development, could be available late this year or early next.
DOL continues to have qualms about Fidelity’s crypto 401(k) product
DOL acting assistant secretary Ali Khawar isn't reassured by the consumer safeguards included in Fidelity's Bitcoin offering for retirement plans.
Fidelity study shows retirees way off on health care cost estimates
Fidelity estimates a 65-year-old couple retiring this year will spend $315,000 on health care and medical costs throughout their retirement, which is up 5% from its estimate last year.
Advisers caught between Fidelity, DOL on using crypto in 401(k)s
Fidelity wants to make it easier to allocate 401(k) assets into Bitcoin, while the Department of Labor is warning plan fiduciaries to be extremely careful about using crypto.
T3 2022 recap: Top takeaways from the adviser fintech conference
What the advisory industry will look like after the pandemic was a major theme at the conference.
What would Jack Bogle do? Ask Vanguard’s clients
Vanguard founder John Bogle took his fiduciary mandate very seriously and focused on embedding it in the company's culture.
Popular retirement funds suffer as tech stocks plunge
Many growth-oriented stock funds offered in 401(k) plans are down more than 10% so far this year.
Advisers cautiously upbeat about crypto 401(k) investing with Fidelity imprimatur
Offering crypto investments through workplace plans will make digital assets more accessible, but the option needs to be right for the investor.
Fidelity unveils crypto option for 401(k) plans
The product will allow 401(k) participants to invest a portion of their savings in Bitcoin; employers that offer the option will decide what percentage of an employee's account can be directed into crypto.
Cresset hires advisers managing $800 million
Chris Georgopoulos joins in West Palm Beach, Florida, and Thomas McKeown joins in Chicago.
Exclusive: Morgan Stanley lays out plans to enter the ETF market
The $1.5 trillion investment manager is designing a full-scale ETF platform, and plans to launch its first ETFs this year.
HSA assets hit $100 billion
As of January, there were 33 million health savings accounts, according a Devenir study.
Edward Johnson III, fund pioneer at Fidelity, dies at 91
Johnson revolutionized the money management industry by promoting mutual funds for retirement plans and money market checking accounts as head of Fidelity Investments.
