Fidelity Taps Vestmark for New Custom Model Portfolios
By Dinah Wisenberg BrinThe custom models can include semi-liquid interval funds, SMAs, ETFs and mutual funds within a single custodial account.
June 20, 2025
Fidelity Fund Bets on Midcaps Saying Tariff Shock Is OverIt's maintaining its conviction ahead of July 8, when reciprocal levies start for nations that don't have U.S. trade deals
June 18, 2025
Envestnet Partners With BlackRock, Fidelity, Others to Add Alts in Model PortfoliosCo-CIO Dana D’Auria says the collaboration will help democratize access to alternatives investments at scale.
June 04, 2025
Number of 401(k) Millionaires Drops Nearly 5%The market downturn in the first quarter substantially reduced that cohort on Fidelity’s platform.
April 14, 2025
Fidelity's Contrafund Manager Gets Help After 34-Year Solo RunTwo co-managers join Will Danoff to lead the $145 billion active mutual fund.
April 07, 2025
Fidelity Apologizes for Website ProblemsFidelity said it was working urgently to resolve issues on its platforms.
April 07, 2025
Fidelity, Vanguard Launch Bond ETFsFixed income ETFs are gaining ground in portfolios, a Fidelity analysis found.
March 11, 2025
Pre-Retirees’ Confidence Ebbs as Costs Keep Rising: FidelityOnly half of Gen Xers in a new survey say they're confident they can retire on their own terms.