Fidelity Moves Ahead With Efforts to Launch SoteriaRe
By Allison BellThe Bermuda-based firm says it will focus on serving annuity issuers.
December 13, 2023
Fidelity Backs Financial Planning Center as Founding SponsorLeadership of the investment giant says the firm is committed to supporting diversity and inclusion initiatives.
December 01, 2023
Fidelity Customers Face Issues With Trading Site, AppsThe investment firm acknowledged issues with its mobile apps, trading platform and website.
November 28, 2023
Cetera Closes $1.2B Avantax DealIn purchasing the financial planning firm, Cetera grows its advanced tax and retirement capabilities for wealthy clients.
November 13, 2023
Fidelity Launches 6 New Active Stock ETFsThe six ETFs result from Fidelity converting its actively managed Enhanced Index mutual fund suite.
November 07, 2023
RIAs Squeezed as Volatility, Inflation Dampen Asset Growth: FidelityFirms focused on adding new clients last year, but most acquired smaller clients, according to Fidelity's research.
November 03, 2023
Fidelity Broadens Access to Its Target Date Trusts With AltsFidelity's Freedom Plus CITs with alternatives exposure are now available to the broader institutional market.
October 27, 2023
Fidelity Wants to Break Into an ETF Market Dominated by VanguardFidelity said portfolio managers in charge of funds with a dual-share structure could engage in "careful tax management."