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.

Fidelity Brokerage, BNY Sued Over Unauthorized Fund Transfers

August 12, 2025

Fidelity Brokerage, BNY Sued Over Unauthorized Fund Transfers
Fidelity Brokerage Says Former VP Took Client Info

August 05, 2025

Fidelity Brokerage Says Former VP Took Client Info
Fidelity Taps Vestmark for New Custom Model Portfolios

August 01, 2025

Fidelity Taps Vestmark for New Custom Model Portfolios
Marcia Mantell Has Never Been This Worried About Social Security

July 16, 2025

Marcia Mantell Has Never Been This Worried About Social Security
Widow Sues Fidelity Over Husband's Account in Beneficiary Designation Case

July 02, 2025

Widow Sues Fidelity Over Husband's Account in Beneficiary Designation Case
Envestnet Partners With BlackRock, Fidelity, Others to Add Alts in Model Portfolios

June 18, 2025

Envestnet Partners With BlackRock, Fidelity, Others to Add Alts in Model Portfolios
Fidelity's Contrafund Manager Gets Help After 34-Year Solo Run

April 14, 2025

Fidelity's Contrafund Manager Gets Help After 34-Year Solo Run