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Fidelity launches free mobile app for young investors
The goal is to establish long-term relationship and move conversations toward additional services
Q&A: iCapital Network’s CEO Lawrence Calcano
Calcano talks automation, the firm’s recent acquisition of Wells Fargo’s alternative investments platform and expectations for tech moving forward
Fidelity drops robo-advice fees for small accounts
The Fidelity Go program will drop fees on accounts with less than $10,000 starting in August
Invesco hitches wagon to Fidelity’s semitransparent ETF technology
The unique new exchange-traded fund wrapper is slowly gaining steam
401(k) lawsuit costs Fidelity $28.5 million
The settlement resolves a class-action case that alleged the firm breached its fiduciary responsibility to plan participants
Fidelity research shows COVID-19 steering advisers toward technology
The research points to a 50% increase in digital marketing strategies since pandemic hit
The latest in financial adviser fintech — June 2020
We look at the big news, announcements and underlying trends and developments in the world of technology solutions for financial advisers and wealth management!
Outlook for the economy remains cloudy
Massive stimulus efforts may not be enough to overcome the challenges posed by high unemployment, damage to small businesses
A third of institutional investors hold crypto assets: Fidelity
Among U.S. respondents, 27% say they own digital assets, up from 22% a year ago
Fidelity rolls out three semitransparent ETFs
The new funds showcase the firm's proxy basket technology
Fidelity doles out perks to high-net-worth clients
The company is planning to lure wealth management customers with credit card benefits, money-market fund access and other bonuses
401(k) plans value advisers most for investment returns: Fidelity survey
The recent volatility gives advisers an opportunity to prove their worth
Investment giants try to reshape ETF market
Smaller companies are pushing back, arguing the big players are just trying to cement their dominance
Goldman, Fidelity, Gabelli put new spin on semi-transparent ETFs
The asset management industry's push of the unique wrapper could be a tough sell with advisers
Money funds holding record assets fret as yields head lower
The funds face the challenge of declining rates as their assets hit $4.77 trillion amid the flight to safety
Advisers turned to active management, rebalanced during downturn: Fidelity
Passive management and cash took a back seat to actively managed stock and bond strategies
A compelling step
While advisers generally tell clients to stay the course, there are few products that reward those who do
401(k) assets down, but savings levels up: Fidelity
The stock market eroded account balances, but savers increased their contributions
Fidelity cuts fees for long-term investors
New thematic funds offer expense ratios that drop over time
Five ways advisers can support small-business owner clients
Advisers can offer value beyond financial topics by helping business owners steer their firms through the pandemic
