Fidelity Investments

  1. All
  2. Articles
  3. White Papers

Watch breaking news videos and read news updates about Fidelity Investments on investmentnews.com

  1. Articles

    Service firms race to help advisers create digital platforms

    Custodians and rollups are in a mad dash to develop automated ways for advisers to make serving younger or less-wealthy clients profitable.

  2. Articles

    Retirement plan sponsors want more from advisers

    A desire for greater expertise was cited as the primary reason for switching advice providers, says Fidelity survey

  1. Articles

    Fidelity researchers dive into virtual reality with StockCity

    Fidelity researchers dive into virtual reality with StockCity, a wearable technology interface for investors to explore the stock market like it were the streets of Midtown Manhattan.

  2. Articles

    JPMorgan unwinds B-D clearing biz

    Fidelity Investments stands to reap the benefits as JPMorgan Chase & Co. unwinds its legacy Bear Stearns broker-dealer services clearing and custody unit.JPMorgan said it had chosen Fidelity's National Financial Services unit as the “preferred clearing provider” for its broker-dealer customers and

  3. Articles

    Rival Fidelity shows up uninvited at Schwab Impact

    Fidelity takes an opportunity to steal some of Charles Schwab's spotlight during the Impact conference, bombarding attendees with its own marketing assault.

  4. Articles

    New Fidelity CEO Abigail Johnson wants to be 'accessible to advisers'

    Abigail Johnson, successor at the privately owned, family-run company, wants to understand the businesses of her clients, including advisers.

  5. Articles

    When in doubt, follow the bond market's lead

    Breakfast with Benjamin: When in doubt, follow bonds' lead. Plus: Consumer spending to the rescue, Johnson replaces Johnson at Fidelity, and more.

  6. Articles

    Fidelity targets bruised Pimco, launches actively managed bond ETFs

    Fidelity's active management heft and huge product-distribution capacity now extend to a corner dominated by Pimco as it launches actively managed bond ETFs.

  7. Articles

    Fidelity quietly settles employee lawsuits

    At issue was accusations the fund giant engaged in self-dealing in 401(k) plan.

  8. Articles

    Fidelity has lowest-cost target date funds, edging out Vanguard

    Fidelity Investments edged out The Vanguard Group Inc., a major rival in the retirement-planning business, for having the lowest-cost target date fund lineup as of the end of last year, according to research released Tuesday.Fidelity Freedom Index charged 16 basis points for its target date series

  9. Photo Galleries

    Ranking the 10 biggest 529 plans - Ranking the top 10 529 plans

    Assets in 529 college savings plans are up to $204.5 billion as of the fourth quarter of 2013, according to Strategic Insight. This would represent a 6.9% increase in assets from the third quarter, and a 21.3% increase compared to the fourth quarter of 2012. As more assets pour into 529 plans, ...

  10. Articles

    Fidelity Charitable promotes Danforth to president

    Changing of the guard comes as Sarah Libbey moves to managing director role at Fidelity Investments.

  11. Articles

    Bull market lifts average 401(k) balance above $89K

    Breakfast with Benjamin: The average 401(k) balance tops $89K. Plus: Comcast buying Time Warner, Fink likes emerging markets while Buffet shuns Graham Holdings, California drought hits agriculture stocks, and the ultimate smart car.

  12. Articles

    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.

  13. Articles

    Fidelity launches bond funds to weather uncertain markets

    The fund giant is offering clients a new way to prosper in uncertain debt markets.