Articles tagged "Fidelity Investments"
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Delta employees sue Fidelity for 'illegal kickbacks' from Financial Engines
The case may turn on whether Fidelity, by acting as recordkeeper and administrator, qualifies as a fiduciary and therefore breached its duty as it accepted Financial Engines' advice fees
July 6, 2016 at 6:58 PM
Fidelity dumps two liquid alts managers after they fail to deliver the vaunted 'hedge effect' in stormy markets
The Boston giant gave Arden, then Blackstone, the bum's rush after their halo effect was tarnished by high expenses, low returns
April 8, 2016 at 6:12 PM
With RIAs deliberately not in mind, Fidelity Investments launches Fidelity Go, a robo-advisor with the human touch of Vince Gubitosi
The Boston investments firm is using Geode Capital to call the shots, BlackRock as ETF supplier, and its own employees as its initial test subjects
November 20, 2015 at 10:32 PM
Dimensional Fund Advisors to launch 13 target date funds but can its RIA 'cult' deliver success?
The Austin, Texas-based fund giant sees a 401(k) opening the size of its home state if Vanguard, T.Rowe and Fido are any indication
October 16, 2015 at 4:33 PM
Philip Palaveev and Bob Oros create Hunger Games-style RIA high jinks for Fidelity execs, then release it for wide consumption
The reality TV-Harvard Business School hybrid throws simulated market crashes, personal tragedies and M&A what-ifs at green FAs to test their mettle and groom them for succession
September 29, 2015 at 10:31 PM
In tight race, Fidelity and Edward Jones tie for top honors in J.D. Power survey as spiky markets drive down satisfaction scores across the board
In a first, J.D. Power asked women the importance of a same-sex advisor -- and got a surprising response
April 9, 2015 at 5:13 PM
What exactly is doable for an RIA in the 401(k) business?
Conflicting forces of change have made the question harder to answer but has sweetened the pot
October 15, 2014 at 3:45 AM
Bob Reynolds does 'a lot of testing' to avoid foisting his 'Great West' brand on JP Morgan and Putnam Investments clientele
The chief executive also sees upside opportunities in bringing all three divisions under one banner
September 9, 2014 at 5:33 PM
How exactly Fidelity Investments extracted itself from a legal and HR quagmire and why it'll cost far more than the public $12-million amount
The settlement's small print reveals Fidelity employee may receive additional hundreds of millions of dollars in value over time
August 14, 2014 at 5:01 PM
Schwab shoos $25 billion of client assets out the door as it calls the bluff of employers with lopsided 401(k) contracts
The San Francisco giant is trading recordkeeper revenue for the prospect of wielding its mighty brand directly at plan participants
February 28, 2014 at 8:49 PM
Schwab's financial plan production skyrockets in 2013 as part of 'Chuck's' upmarket push
TD and Fidelity hold their fire on playing the planner role as Schwab clients get a full-on planner-executed fee for $2,000 and others are satisfied with more limited plans executed by 1,000 branch advisors for free
January 23, 2014 at 7:26 PM
Fidelity's new research unlocks women by fixating on -- men -- but elicits an 'ahem' from a big RIA client
As part of its gender efforts, the Boston giant has crafted a quiz -- one that strikes United Capital's Joe Duran as suspiciously familiar
December 23, 2013 at 5:48 AM
Why Fidelity's Anthony Rochte could still laugh best in the ETF game -- despite a late, late start
The Boston fund giant, with its hired gun ETF czar, has an outside shot at jumping from laughing stock also-ran in ETFs to first-mover if it pulls off its deep-in-the-rockies launch of active ETFs
October 25, 2013 at 3:20 AM
Fidelity Investments puts hard numbers on the disgruntlement of 401(k) plan sponsors -- and launches Z shares with ETF-like prices
Advisors are gaining some ground but the crunch of fees and service on plan purveyors gets worse and worse
August 16, 2013 at 5:32 AM
Fidelity reorganizes its advisor business and extrudes a custody unit aimed at outsourcers, roll-ups and TAMPs
The move is the biggest effort yet to wield the combined capacities of National Financial Services and Fidelity Institutional Wealth Services as a single Fidelity weapon
