Browsing Tag
Fidelity Investments
197 posts
Americans Resolving to be ‘Practical’ Financially in 2025
Fidelity’s 16th Annual Resolutions Study finds unexpected expenses and inflation are top financial concerns as majority of Americans say they’re focused on building up emergency savings
Record High Number of 401(k) Millionaires, Average Account Balances at Fidelity
Q3 2024 Retirement Analysis finds Gen X savers make impressive gains; 2.2 million participants now have auto portability access
Americans Likelier to Discuss Finances with Family in 2024
Four-out-of-five respondents in a Fidelity study believe it’s important to speak with the young people in their lives about finances
Fidelity Data Breach Impacts 77,000 Clients
The firm is offering credit monitoring and identity restoration services to clients for 24 months
Morningstar HSA Report: Lower Fees, Better Investments, But Lots of Room for Improvement
Fidelity is only provider to earn “High” ratings in both categories of new health savings account market analysis
Corporate Roundup: Pontera, 401GO Partnership, Vestwell and Commonwealth Expand Collaboration
The latest news from Pontera, 401GO, Vestwell, Commonwealth, and more
Retirement Plans Still Lag in Digital Experience: J.D. Power
Plus, the top rankings of retirement planning firms with the highest plan digital satisfaction
Retirement Accounts on Continued Upswing in Q2: Fidelity
401(k), 403(b), and IRA accounts have all experienced consistent growth throughout 2024, reports Fidelity's latest analysis
Enhanced Advisor Engagement Leads to Happier Employers
Employers report being "highly satisfied" with their advisor partners, as more push to work with professionals past the 401(k) plan
Healthcare Costs in Retirement Likely to Far Exceed Americans’ Expectations
Fidelity’s 2024 Retiree Healthcare Cost Estimate rises 5% from last year