Fidelity

News on Fidelity, the discount brokerage and RIA clearing and custody firm with business in model portfolios, donor-advised funds (DAFs) and cryptocurrency custody.

How to Personalize and Scale Full-Spectrum Financial Planning

March 05, 2025

How to Personalize and Scale Full-Spectrum Financial Planning
Fidelity Launches Two All-ETF Model Portfolio Lines for Wealth Managers

February 20, 2025

Fidelity Launches Two All-ETF Model Portfolio Lines for Wealth Managers
Fidelity Assets Near $6T as Revenue Jumps to Record

February 18, 2025

Fidelity Assets Near $6T as Revenue Jumps to Record
Investors Hit Fidelity With FINRA Claim Over Advisor Accused of Losing $11M

January 31, 2025

Investors Hit Fidelity With FINRA Claim Over Advisor Accused of Losing $11M
Fidelity Customers Report Mobile App, Website Access Trouble

January 21, 2025

Fidelity Customers Report Mobile App, Website Access Trouble
Fidelity Fined $600K Over Employee Who Raided Stock-Plan Accounts

January 09, 2025

Fidelity Fined $600K Over Employee Who Raided Stock-Plan Accounts
Number of 401(k) Millionaires Rises Nearly 10%: Fidelity

December 05, 2024

Number of 401(k) Millionaires Rises Nearly 10%: Fidelity