November 23, 2022
Fidelity to Convert 6 Active Funds to ETFsThe expense ratio of the new "disruptive" ETFs, to be launched by June, will be 0.50%.
November 17, 2022
Industry Experts Weigh In on Fidelity's Latest Tech MovesThe updates could make Fidelity more attractive for advisors looking to switch custodians, Tim Welsh says.
November 17, 2022
8 New Stats on How Retirement Savers Have Fared in Rocky MarketsAverage IRA balances are down nearly 25% from a year ago, Fidelity found.
November 08, 2022
Fidelity Opens Wait List for Zero-Fee Retail Crypto TradingThe firm says invitations will be sent based on the timing of sign-ups and state eligibility.
November 03, 2022
Envestnet Shows Off Tech Enhancements at Schwab Impact: Tech RoundupAlso, Allianz, Barings and Broadridge are all investing in FLX Networks' tech platform.
November 01, 2022
Institutional Investors Not Backing Down on Digital Assets: SurveyThe fundamentals of digital assets remain strong despite recent market turmoil, Fidelity's Tom Jessop says.
October 25, 2022
Fidelity to Top 16,600 Hires This Year, Pay for Entry-Level Staff's DegreesThe new Fully Funded Undergraduate Degree Program will cover financial services related majors for customer service reps.
October 25, 2022
The 4 Tiers of Value Advisors Provide to ClientsEQ, not IQ, is the key to rising to higher tiers, Fidelity's Michael Durbin says.
October 24, 2022
Fidelity Rolls Out Institutional Custom SMAsFidelity's RIA clients should have access to the direct indexing SMA services in early 2023.
September 27, 2022
LPL Picks Up Veteran Exec From AltruistPete Dorsey has joined LPL as executive vice president of Institution Services, replacing Shawn Mihal.