New Hire Roundup: Fidelity Charitable Names Danforth President
Also, Ron Carson was named to the board of trustees of the American College, and the Withers Consulting Group welcomed David Burleigh.
Written Retirement Plans Help Increase Referrals, Asset Concentration
Written retirement plans aren’t just good for clients.
Assets in 529 Plans Grow; Some Changes to Come
Thanks primarily to the 2006 Pension Protection Act, which made withdrawals from 529 college-savings plans exempt from income taxes, interest in 529 plans has been...
NEWS & PRODUCTS, OCTOBER 2007
The Senate Finance Committee took up the issue at a September 5 hearing of whether increased tax liability for private equity managers would be paid...
New Tool for Advisors
Fidelity Investments will be rolling out a Web-based retirement income planning tool during the month of September through its three advisor-servicing units: Fidelity Investments Institutional Services Company (FIIS), National Financial, and Fidelity Registered Investment Advisor Group (FRIAG).
NEWS & PRODUCTS, June 2007
NASD has fined two Fidelity broker/dealers for preparing and distributing misleading sales literature promoting Fidelity's Destiny I and II Systematic Investment Plans, which were sold...
FRIAG President Carey Takes New Role
William C. Carey, who since July 2005 has been president of Fidelity Registered Investment Advisor Group (FRIAG), is taking on a new role at Fidelity Investments Institutional Services Company (FIIS), as EVP of national accounts, effective November 1. During his tenure as FRIAG president, the business grew from $144.8 billion...
Fidelity's Advisor 401(k) Business Heats Up
Retirement savings rest squarely on shoulders of individuals
Do-It-Yourself Fund Supermarket
Four of the biggest mutual fund companies launch a