Fidelity Charitable Donors Granted Record $11.8B in 2023
By John ManganaroFunds went to 199,000 unique organizations during the year, supporting both U.S.-focused and international causes.
February 08, 2024
Fidelity Shuffles Senior ExecutivesSeveral top managers at the financial giant were given new roles in a major leadership shakeup.
February 01, 2024
CAIS Hires David Canter as Strategic AdvisorCanter spent over a decade in leadership roles at Fidelity before joining the alterative investments fintech.
January 30, 2024
Will Schwab Launch Its Own Bitcoin ETF?"Being second is often better than being first," cryptocurrency expert Ric Edelman said.
January 25, 2024
Fidelity's 401(k) Plan Annuity Platform Goes LiveThe firm says years of planning have resulted in a streamlined platform that supports annuities in retirement accounts.
January 17, 2024
Merrill Team Forms RIA to Serve 'Family Next Door'The $420 million group is "a great fit for the independent wealth arena," Dynasty head Shirl Penney says.
January 11, 2024
17 Good Funds for Long-Term Investors: MorningstarModest portfolio adjustments could be rewarding over the long term, Russell Kinnel writes.
January 05, 2024
Bitcoin ETF Issuers Clear Major Hurdle on Path to SEC ApprovalSEC commissioners should vote on the exchange-rule filings next week, says a person familiar with the process.