Fidelity Investments

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  1. 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.

  2. 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

  1. 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.

  2. Articles

    In latest test, active managers outperform bond indexes

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

  3. 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.

  4. 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.

  5. 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.

  6. 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)

  7. White Papers

    Plan, diversify, and differentiate: Three strategies of high-performing advisers

    Findings from the Fidelity Advisor Insights study reveal the traits of "High-Performing" Advisers who earned twice as much as other advisers.

  8. Articles

    Fidelity revives mutual fund sales

    Fresh off a year that trimmed its $1.3 trillion U.S. mutual fund business, the fund house made up all of those redemptions in the first quarter of 2015, with the help of successful active management strategies in stocks and bonds.

  9. Articles

    Ken Fisher plans to step down as CEO of firm

    Billionaire behind Fisher Investments has discussed his intentions for years, but succession plan isn't clear.

  10. Articles

    American Funds charges into 2015 with best sales in seven years

    The mutual fund favorite pivots, finds success with financial advisers as investors look outside the U.S. (Don't miss: The first quarter's best and worst mutual fund groups)

  11. Articles

    Fidelity fights back against 'active share'

    Facing outflows in its actively managed funds, the $2 trillion money manager lashes out against a popular measure that more advisers and investors are using to pick funds.

  12. Articles

    Liquidity restrictions haunt money-market funds

    As investors hunt for yield and security, money-market fund managers detail their changes.

  13. Articles

    March Mayhem Final Results

    The final round is over. Here are the results.Final Round 1 38%Bill Gross speaks out on Pimco exit vs. 2 62%Schorsch discloses serious accounting errors; CFO out