Articles tagged "Fidelity Investments"
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Adam Spiegelman is converting his dad's old Northwestern Mutual practice into a Fidelity RIA -- after growing to $400 million of AUM over seven years at Commonwealth
The Alamo, Calif., advisor is using the LPL purchase of his broker-dealer as a catalyst for his long-held ambition -- made simpler by Commonwealth using Fidelity for clearing
July 25, 2025 at 8:21 PM
Vanguard and Fidelity each launch pricier [for them] funds -- extra junky junk bonds and futures -- that wealth managers prefer to farm out
The Malvern giant already has a 'junk' ETF, but more constrained than this one, and Fidelity's new futures ETF looks to a brighter future, after a slow start
July 24, 2025 at 2:15 AM
Charles Schwab finally launches 'discretionary' version of Schwab Wealth Advisory, removing the last difference with RIAs, and closing a gap with Fidelity and Vanguard
The Westlake, Texas, broker-dealer's CEO revealed the launch of Schwab Wealth Portfolios, where each portfolio move will no longer need investor approval -- a feature long offered by Fido and Vanguard.
July 22, 2025 at 3:28 AM
BlackRock adds Fidelity's retail legend and Morgan Stanley ex-retail chief, sparking belief Larry Fink is eyeing wealth channel
The Wall Street asset giant added Kathleen Murphy and Greg Fleming to its board and retail investors know iShares and Aladdin.
May 1, 2025 at 1:47 AM
Schwab and Fidelity halt of BlackRock's money-market fund ETF trades was no shock nor was it a straightforward series of events -- or explanations
Altruist, IKBR and Vanguard are cool for now, but Schwab and Fidelity are nearly mum amid questions, like when blocks happened and what's next for Schwab's own money market ETF.
March 26, 2025 at 2:18 AM
Merrill Lynch 'satisfaction' rating slides 9% after app restructuring, while Fidelity -- the only firm with rising satisfaction -- drubbed rivals in new DIY investor survey
Edward Jones and E*Trade also saw ratings stumble in ACSI study. Schwab and Vanguard held steady.
February 28, 2025 at 2:15 AM
Briefs: Focus Financial gets second happy Hollywood ending in LA lawsuit • Orion closes deal in record 14 days • iCapital buys ID shop • VC milestones & raises • People moves at Apex, Dynasty & Wealthfront
A Hollywood RIA took on Focus and Goldman, and lost • Reed Colley is already in the house • The SEC dings Robinhood, Schwab and Vanguard Group, and FINRA dings Fidelity • Vanguard & Schwab launch ETFs • BlackRock plots mixing alts & annuities in a TDF • Dynasty adds golf exec in HR hire • iCapital buys 'AI' KYC shop • Larry Shumbres start-up off to the races • Wealthfront's media guru departs.
January 24, 2025 at 2:40 AM
RIABlitz: Vanguard technology • Pontera rebounds • Ex-HiddenLever's exec success • BlackRock rocked • Vivek's crypto • WF dunks SF? • Betterment dry option• Vestwell poached
The RIA firehose of news is rife with tactical moves to shore up voids, play catchup and react to a new concept of political tailwinds
January 11, 2025 at 3:01 AM
Despite lawsuits, Schwab slashes sweep yields 89% in five months, including two cuts in December -- raising risks for RIAs that don't sort cash, experts say
The Westlake, Texas brokerage was paying 0.45% as recently as last summer but in late December that was cut to five basis points, in 'calculated risk,' attorney says.
January 9, 2025 at 1:19 AM
Fidelity Investments surges past $15 trillion, on its way to $16 trillion, after its CEO made one big, contrarian bet and two smaller plays that have the giant hopping
The Boston company grew $800 billion per quarter on average through nine months, and just keeps hiring to 'deepen relationships,' with crypto and digital engagement giving it an edge.
November 9, 2024 at 1:41 AM
eMoney and Flourish collaborate to gather assets by addressing client inertia with a new tool to sweep stranded, held-away deposits into higher yielding Flourish accounts
The Fidelity-owned software vendor's aim is to aggregate held away assets but will stay well clear of moving sweep cash or identifying choices.
September 18, 2024 at 3:58 AM
Fidelity is 'planning over the horizon' as its eMoney unit packages API accesses for sale to RIAs to private label their own planning 'experience'
The Boston giant jumpstarts a monumental opportunity to a post-application system, say analysts, even if it might hurt sales of the 'whole enchilada' eMoney product short-term.
August 31, 2024 at 2:53 AM
Reddit and weep; Fidelity soars 68% in social media interactions, after embracing TikTok and other media, but sticks with the traditional output on Facebook and LinkedIn
The Boston giant' is getting past the old LinkedIn, Facebook paradigm, adopting a more casual tone and using third-party media for 'service.'
August 27, 2024 at 2:05 AM
New Vanguard CEO sends mixed signals in NYC media tour • Arch assets counted soar after $20 million RIA-intensive raise • Fidelity 401(k) business now home to half-a-million millionaires • Grayscale repeats fee-fumble, losing $1.8 billion of Ether in a week • Fixed-income start-up nabs BlackRock vet
Salim Ramji is high on alts, low on IPO and is piloting AI for service • Arch now serves 270 clients, up from 200 in January • Nearly 2% of Fidelity's 401(k) clients have $1 million or more • Dave Antonelli leaves BlackRock for start-up after 21 years • Grayscale's Ethereum 'mini-trust' inflows of $130 billion fall far short of main-trust outflows nearing $1.8 billion
August 10, 2024 at 1:41 AM
Fidelity Investments picks Advyzon to tackle small RIAs, with shades of beloved Orion-TD Ameritrade package, but is Fido's small really 'small'?
The deal with the Chicago up-and-comer all came together in 2024 as part of Fidelity's quiet hire of ex-Vanguard talent to head emerging RIA unit.
