Displaying 885 results
Vanguard, Fidelity fall short in ESG fund ratings
Morningstar gave both asset managers low scores on incorporating ESG factors into investment decisions
Contributions to retirement accounts steady, but withdrawals up: Fidelity
CARES Act distributions averaging $9,000 were taken by 1.2 million account holders
Market surge exposes cracks in online trading platforms
Brokerages like Schwab, ETrade, TD Ameritrade, Robinhood and Fidelity were hit with technical difficulties as trading spiked amid news of a COVID-19 vaccine
More participation equals more savings, Fidelity study of retirement plans finds
Workers enrolled in both stock purchase plans and company 401(k)s tend to save more
Fidelity’s eMoney Advisor launches mobile app for financial plans
Formerly Project Avocado, the mobile app has been redesigned to focus on a client's financial health
Fidelity plans to hire 4,000 over next six months
Positions being filled, which include financial advisers, represent a 15% increase in staffers who focus on clients
Stress relief coming? 70% of Americans don’t see it soon
Fidelity survey finds a jump in planning, greater appreciation for family and friends
Fidelity Magellan launch could boost appeal of semitransparent ETFs
The asset manager is placing the heft of a $22 billion flagship fund behind a fledgling ETF model
What type of seller are you?
Firm owners considering a sale should think about which category they fit into as they consider what to do next
Even Fidelity’s star manager frets about Robinhood
Will Danoff, who manages $230 billion for the fund giant, notes that mutual funds have become less popular with investors
BlackRock, Schwab, Fidelity press SEC for wider digital delivery of investment documents
Electronic delivery should be the default communication method for investors, according to a letter sent to the agency this month
Fidelity tests virtual reality simulators for new employees
Designed to enhance new employee engagement, users created their own avatars and participated in scavenger hunts to socialize with fellow trainees
Robinhood can benefit young investors — but is it worth the risks?
The free trading app helps educate young adults through its online platform, but not all advisers believe it benefits first-time investors
Fidelity offers first Bitcoin fund
The passively managed fund will be available to qualified purchasers, with the minimum investment set at $100,000
Schwab launches free financial planning tool
The brokerage joins a list of industry players touting free or low-cost financial planning apps to attract younger clientele
Fidelity launches digital fixed-income trading tool for advisers
Bond Beacon integrates existing technology allowing advisers to manage pre-trade, at-trade and post-trade fixed-income holdings via one interface
Workers need more help with retirement plans: Report
401(k) providers improved service overall this year — but not when it comes to communicating about COVID-19, according to Cogent
Retirement account balances bounce back in Q2
The rise reflects the stock market's rebound and investors' continued contributions to their accounts, according to a Fidelity report
Robo-adviser accounts surge during pandemic: Report
Digital advice providers were well positioned to transfer to remote work resulting in an increase in new business
Merrill, Fidelity sign injunction over client data
An adviser who recently left Fidelity allegedly used client data from his former job to contact prospects
