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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.
Moving from wirehouses pays off
Breaking away from the wirehouses has paid off handsomely for financial advisers over the past five years, according to a new study from Fidelity Investments.
Hey you, get onto my cloud: Fidelity announces virtual offer for financial advisers
Fidelity Institutional Wealth Services last week announced a cloud-based virtual-desktop offering for financial advisers — the first of the four major custodians to do so.
Advisers garnering more trust
The financial crisis may have wreaked havoc on people's portfolios, but it strengthened their relationship with financial advisers. Advisers are more trusted by investors than banks, insurance companies, investment firms and the government, according to an online survey of 1,150 investors by
Fidelity heats up ETF battle, but some advisers grouse
Fido late last week substantially expanded its roster of commission-free ETFs. But some advisers are already criticizing the move. Jason Kephart reports.
Fidelity doubles down on free ETFs
Fidelity Investments is the latest discount-brokerage firm to make a big move to embrace exchange-traded funds. The company is more than doubling the number of ETFs that financial advisers can trade commission-free to 65, from 30. All the ETFs available commission-free on Fidelity's platform are
Tough 2012 for Fidelity
Fidelity Investments, the second-largest U.S. mutual fund company, said that operating income fell 29% last year as fee pressure, low interest rates and redemptions from its active equity funds hurt revenue. Earnings, excluding costs such as interest and taxes, decreased to $2.3 billion, from $3.3
Annuities veteran from Fidelity jumps to BofA
Bank of America Corp. has hired Jeffrey K. Cimini, former president of Fidelity Investments Life Insurance Co., to oversee Merrill Lynch's retirement products strategy.
Fidelity annuities vet jumps to Bank of America
Bank of America Corp. has hired Jeffrey K. Cimini, former president of Fidelity Investments Life Insurance Co., to oversee the wirehouse's retirement products strategy.In the newly created post, Mr. Cimini will be a managing director and head of personal retirement at Bank of America's Global
Price war spreads to index funds as Fidelity slashes fees, minimums
The fee war among exchange-traded funds has spread to index funds. Fidelity Investments announced that it is lowering fees on eight of its Spartan index funds as well as the investment minimums for all 14 of its index funds. The fee cuts range from 1 to 8 basis points. Current shareholders,
LPL adviser Waldron going- but not gone
A big-time adviser affiliated with LPL Financial LLC said last week that he is taking $1.2 billion in custodial assets elsewhere but is working to stick with the firm's latest technology and research offerings.
Finally, an Advisor Center iPad app; Boulevard R introduces RetiremapHQ.com; New version of Adhesion
A lot of positive developments probably went unnoticed early this month by advisers due to the catastrophe caused by Hurricane Sandy.
With Fidelity's Bob Oros: 'I think very small firms can continue to thrive'
Bob Oros has been on the job since January as executive vice president and head of sales and relationship management at Fidelity Institutional Wealth Services.
Abigail Johnson up another rung at Fidelity
Fidelity Investments announced Abigail Johnson has been named president of newly formed Fidelity Financial Services, which will oversee all of the firm's core businesses. Ms. Johnson, the daughter of Fidelity chief executive officer Edward C. Johnson III, was most recently in charge of Fidelity's
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