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Fidelity Institutional lowers fees for financial advisers trading on its platform
Starting Jan. 1, Fidelity will lower to $30, from $40, the standard pricing for a buy or sell transaction on its FundsNetwork platform, a 25% saving. But the custodian is also raising buy fees by 25% to $50 on five fund families, including the popular offerings from the Vanguard Group Inc.
Fidelity launches bond funds to weather uncertain markets
The fund giant is offering clients a new way to prosper in uncertain debt markets.
Regulators to study BlackRock, Fidelity for risk
Plus: Bitcoin is back with a vengeance, what's up with consumer discretionary stocks, how about BP and Tesla's surprising earnings miss. From InvestmentNews senior columnist Jeff Benjamin.
Fidelity late but not too late with new ETFs
Mutual fund giant Fidelity Investments is set to launch a series of exchange-traded funds, the firm's first in 10 years. Is it too little, too late? Advisers say no, but they're not overly excited, either.
Galvin eyeing Puerto Rican muni debt obligations
Massachusetts securities regulators have begun to make inquiries about the sale of Puerto Rican municipal debt obligations to investors in the state, with the office of Secretary of the Commonwealth William Galvin last Wednesday saying that it had sent inquiry letters to Fidelity's FMR Co. Inc.;
Now for something different at Fidelity: Event-driven investing
Fidelity is adopting a popular hedge fund strategy as the basis for a planned mutual fund, embracing event-driven investing. But don't assume they're going full-bore into the alternatives world.
Fidelity zaps more RIAs with fee
Fidelity Institutional Wealth Services will be charging more of its small registered investment advisers a $2,500 quarterly platform fee, beginning next month.
American Funds retools approach to adviser market
After five years of outflows — to the tune of $242 billion — American Funds is overhauling its approach to working with financial advisers. Jason Kephart has the details.
Fidelity zaps more small RIAs with $2,500 quarterly fee
Fidelity Institutional Wealth Services will be charging more of its small registered investment advisers a $2,500 quarterly platform fee, beginning next month. The firm will begin charging all firms with less than $15 million in assets under custody a $2,500 quarterly fee. Previously, the minimum
Firms seek reworking of money fund reform
Major financial firms are calling on the Securities and Exchange Commission to narrow its money market fund reform plan, asking it to exclude tax-exempt money funds and revise the definition of “retail investor,” among other changes.
Everything you ever wanted to know about young millionaires but were afraid to ask
Younger millionaires are far more likely than comparable baby boomers to use a financial adviser, but they are looking for a much different experience. Nearly three in four millionaire boomers rely on their advisers for investment advice, but younger millionaires — Millennials and Generation Xers —
Plaintiffs join lawsuit against Fidelityon profit-sharing plan
Conflicts of interest 'pretty obvious,' lawyer says but firm says suit lacks merit.
Fidelity poised to be an ETF juggernaut
With 15 ETFs in the pipeline, Fidelity takes on Pimco and Vanguard. Is it too late for the fund giant?
Health costs drop, but don't get excited
The magic number for health care costs for a 65-year-old couple leaving the workplace this year is $220,000, down from $240,000 last year.
Social Media and Advisors: Leveraging Online Communications Channels While Protecting Your Firm - InvestmentNews
Whitepaper discussing the use of social media in the financial services industry, its benefits and risks, and steps to consider for incorporating social media into a broker-dealer and advisory business. Fidelity Investments is not affiliated with InvestmentNews .
- Facebook's five-star ratings: The end of business pages for advisers?
- Pimco's El-Erian to step in to shore up $3B multi-asset fund
- Rebound in gold suits big guns Paulson, Soros
- New 3.8% surtax means new tax strategies for business owners
- Mountain of money in nontraded REITs continues to hold Wall Street's attention
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Blaine Aikin CEO, fi360
Timothy Welsh, CFP President and Founder, Nexus Strategy, LLC
Justin Wisz Co-Founder & CEO, Vestorly