March 04, 2024
Fidelity Says Vendor Breach Affected Over 28,000 Life CustomersThe records taken could include bank account and routing numbers as well as Social Security numbers.
February 28, 2024
Here's What's Sparking a Surge in 401(k) MillionairesAverage 401(k) balances are rising for a number of reasons, Fidelity finds.
February 26, 2024
7 Emerging Challenges for Advisors, and How Custodians Want to HelpAt a NAPFA conference, execs from Schwab, Pershing and other custodians weighed in on what's next for RIAs.
February 21, 2024
'Thousands' of New Vanguard-Style ETFs Seen in $8.4T MarketFidelity, Morgan Stanley and Dimensional Fund Advisors want to use the multi-share class structure due to its tax advantages.
February 15, 2024
Fidelity Charitable Donors Granted Record $11.8B in 2023Funds went to 199,000 unique organizations during the year, supporting both U.S.-focused and international causes.
February 12, 2024
Morgan Stanley Seeks to Offer Mutual Fund ETF Share ClassesAt least six firms seek SEC approval to offer ETFs as a share a class, as Vanguard long has.
February 12, 2024
Fidelity to Launch 2 Active ETFsFidelity also is cutting fees, changing names and tweaking management teams for three existing ETFs.
February 08, 2024
Fidelity Shuffles Senior ExecutivesSeveral top managers at the financial giant were given new roles in a major leadership shakeup.
February 01, 2024
CAIS Hires David Canter as Strategic AdvisorCanter spent over a decade in leadership roles at Fidelity before joining the alterative investments fintech.
January 30, 2024
Will Schwab Launch Its Own Bitcoin ETF?"Being second is often better than being first," cryptocurrency expert Ric Edelman said.