Fidelity beats competitors on customer satisfaction survey
A national survey that measures customer satisfaction in the finance industry found that Fidelity Investments outperformed ...
A teachers’ union calls for Larry Fink’s BlackRock, Fidelity, State Street, and Vanguard to check on Tesla as the stock sinks ‘faster than a Cybertruck in quicksand’
The American Federation of Teachers, with $4 trillion managed for retirees and others, wants asset-management CEOs to do ...
Fidelity: The Number of 401(k) Millionaires Soars 27%
Americans’ retirement accounts benefited from steady market appreciation and higher contribution rates last year, according ...
401(k) balances hit second highest on record: Fidelity
Balances for 401(k) retirement accounts hit the “second-highest average on record" in the final quarter of 2024, according to ...
Fidelity launches two all-ETF model portfolios for wealth managers
Fidelity Investments said on Thursday that it has launched two all-ETF model portfolios for use by wealth management firms ...
Fidelity Rides Model-Portfolio Boom as ETF Takeover Gathers Pace
Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and ...
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Number of 401(k) millionaires rose 27% in 2024, Fidelity says
The number of 401 (k) accounts with balances of $1 million or more at Fidelity Investments rose 27% to 537,000 in 2024, ...
InvestmentNews10d
Fidelity strengthens ETF portfolio focus with new suites
The investing giant's newest model portfolio offerings blend active, passive, and third-party ETFs to target a range of risk ...
Fidelity® Q4 2024 Retirement Analysis: Retirement Savers Achieve Positive Momentum Through 2024
According to Fidelity Investments®’ latest Q4 2024 retirement analysis, retirement savers experienced a year of positive growth in 2024. While average balances across the board dipped slightly from Q3 ...
BlackRock, Fidelity Challenge Hedge Funds With Trend-Chaser Bets
Trend-chasing hedge funds are facing a fresh wave of competition from the ETF world, as asset managers make their latest push ...
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Fidelity Puritan K FPUKX
On the fixed-income side, Mike Plage and Jeff Moore have managed the fund’s investment-grade sleeve since 2016 and 2004, respectively. The sleeve resembles Fidelity Investment Grade Bond ...