Fidelity's Advisor Platform Gets Major Update
By Jeff Berman"This looks like a pretty extensive overhaul in terms of usability and personalization," consultant Tim Welsh says.
January 24, 2022
Fidelity Launches RegTech BusinessSaifr, developed in Fidelity Labs, uses AI to help financial institutions create compliant public communications.
January 20, 2022
Fidelity Readies the First Retail Direct Indexing ProductThe minimum investment for Fidelity Managed FidFolios is $5,000; the fee is 40 basis points.
December 16, 2021
15 Richest Americans in Finance, Investments: ForbesFrom Real-Time Billionaires rankings, ThinkAdvisor identified the 15 financiers and investors at the top of the pecking order.
December 14, 2021
Fidelity Institutional Taps Salesforce ExecRohit Mahna now leads National Financial and Fidelity Brokerage Services, a role held by Sanjiv Mirchandani until this summer.
November 18, 2021
Fidelity to Offer Annuity Access to 401(k) ParticipantsThe investment giant cited growing interest in guaranteed income and reduced risk for employers under the Secure Act.
October 07, 2021
Fidelity Launches 4 Passive Thematic ETFsThe ETFs invest in clean energy, cloud computing, digital health and electric vehicles.
September 28, 2021
Fidelity Rolls Out Fractional Share Trading for AdvisorsFractional share trading for stocks and ETFs is now available through Wealthscape,Fidelity's advisor technology platform.