The 20 Most Active RIA Buyers of the Past Year
By Michael S. FischerWhile first-half deal volume declined in 2026, the scale of acquisitions grew considerably, Fidelity finds.
July 07, 2026
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Clients May Need Advisor Help as Target-Date Fund Annuities Gain SteamLifetime income products are expected to proliferate within retirement plans. Clients will have complex choices to make.
June 15, 2026
Fidelity to Launch Its First Mutual Fund ETF Share ClassesThe share classes will be added to municipal income, real estate and short-term bond mutual funds.
June 10, 2026
Fidelity Picks Nationwide, New York Life for Target Date Lifetime Income ProgramThe new program will use a different legal framework than Fidelity's existing in-plan annuitization options.
June 08, 2026
Cetera Hit With Class-Action Suit Over Cash Sweep ProgramThe BD paid interest rates as low as 0.06% as the federal funds rate surged, the suit says.
May 29, 2026
10 New Retirement Savings Stats: FidelityBoth 401(k) and 403(b) savings rates set records, research finds, while IRA contributions also reached new highs.
May 18, 2026
Fidelity's $2.5M Data Breach Settlement: What Clients Should KnowPayments to eligible investors are expected to be $100; those who can prove monetary losses can collect more.
May 14, 2026
Fidelity Expands Service Fee to More ETFsThe affected ETFs' issuers don't pay Fidelity an asset-based fee to appear on its platform.