Fidelity Seeks to Empower Newly Tech-Savvy Advisors
By Jane Wollman RusoffAdvisors who embraced tech during the pandemic are seeing benefits and looking for more, Fidelity's Marissa Herr says.
April 29, 2024
Tech-Savvy Firms Add Clients, Grow Assets Faster: FidelityThey expand their client base and assets much quicker than peers: 20% versus 8% and 22% versus 11%, respectively.
April 22, 2024
Fidelity Launches Organic Growth Hub for AdvisorsThe investment giant says focusing on "controllable practices" can boost growth regardless of external factors.
April 18, 2024
Cambria's Meb Faber Blasts Fidelity Over ETF Fee Plans"We have Cambria brokerage accounts at Fidelity we will move elsewhere," Faber told ThinkAdvisor.
April 11, 2024
Fidelity Gives Teens 3 Theme-Based Investing BasketsThe thematic stock groups are clothes, shoes and beauty; gaming, social media and connectivity; and entertainment.
April 11, 2024
How a Bit of Bitcoin Could Boost Returns — Even in 60/40 PortfoliosResearch suggests small bitcoin allocations can lift portfolio performance without great volatility.
April 11, 2024
Fidelity Rolls Out 3 New ETFsThe funds aim to outperform the S&P 500 while offering downside protection or enhanced yield.
April 09, 2024
How Fidelity's Helping Smaller RIAs 'Get to the Next Level'Some firms lack resources to boost organic growth. One executive says they can "rely on us a lot for that expertise."