Fidelity Investments

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  1. Articles

    Fidelity throws its weight behind longevity annuities

    The Boston retirement-services giant is giving its clients a new option for planning for the costs and risk of living longer by making deferred-income annuities available for retirement plans. (See also the Top 10 annuity sellers in the second quarter.)

  2. Articles

    Precidian goes back to SEC for approval of active ETF plan

    A proposal designed to put actively managed products on par with index funds in the ETF universe by allowing their holdings to be non-transparent is going back in front of securities regulators.

  1. Articles

    Edward Jones: Stick to the classic bond flavors when rates rise

    While alts have risen in popularity as a way to hedge Fed action, their usefulness is overstated, says strategist

  2. Articles

    SEC denies active ETF proposal as NextShares launches salvo against competitors

    Eaton Vance looks to win the "VHS/Betamax war" for the future of actively managed investments.

  3. Articles

    Health care creates a bright spot for beleaguered stock-pickers

    Sector funds give specialist managers an opportunity to shine during a long bull market.

  4. Articles

    BlackRock CEO Larry Fink wants better relationship with RIAs, reserves judgment on fiduciary

    After another quarter beating Wall Street's profit estimates, chief executive Larry Fink says the world's largest money manager wants a better relationship with RIAs.

  5. Articles

    Vanguard plans to offer digital marketing tool for advisers

    Largest mutual fund manager hopes that the tool will enhance relationships for and with advisers.

  6. Articles

    SEC appeals own judge's decision in case on custodians' payments to advisers for fund picks

    The regulator is fighting a decision by its administrative judge to dismiss charges accusing two financial advisers of not informing clients they were paid by Fidelity Investments to sell certain mutual funds.

  7. Articles

    Custodians' payments to RIAs for fund picks raise eyebrows

    Registered investment advisers like to promote themselves as being on the side of investors, but a growing number are quietly accepting money from custodians in exchange for recommending certain mutual funds — usually funds that are more expensive for investors. The payment is made to advisers as a

  8. Articles

    Vanguard money markets still a buck, but with potential for gates, fees

    Largest mutual fund company announces its response to reforms intended to prevent a run.

  9. Articles

    In latest test, active managers outperform bond indexes

    After a disappointing 2014, intermediate-term bond managers have found their footing.

  10. Articles

    15 years later, Nuveen Investments gets a go-ahead on ETFs

    Money manager's rebooted efforts to sell ETFs get a nod from the Securities and Exchange Commission.

  11. Articles

    Adviser gets a rare win over the SEC in mutual fund case

    Administrative law judge rules against the agency in closely watched case over disclosure of Fidelity payments for mutual fund sales.

  12. Articles

    Fiduciary safe harbor for index funds faces uphill battle

    Labor Department proposal faces fund industry opposition and some supporters say safe harbor for index fund sales is unlikely.

  13. Articles

    Mutual fund companies blend into unwashed mass for consumers

    In 'grave strategic error,' mutual fund managers have allowed their products to be commoditized, a new report finds, but not all firms are suffering. (Don't miss: The first quarter's best and worst mutual fund groups)