Browsing Tag
Fidelity Investments
201 posts
Altruist Gears Up to Challenge Fidelity and Schwab in $128 Trillion RIA Market
Jason Wenk’s 5-year-old fintech with heavyweight investors is now the third-largest custodian in the U.S. by number of firms served
April 13, 2023
Americans Are Increasingly Worried Over Healthcare Costs
As more U.S. workers list healthcare costs as a top concern, Fidelity finds a higher number of workers with HDHPs are opening HSAs
April 12, 2023
Corporate Roundup: Pentegra and Ascensus Hires, Morningstar Awards
Nationwide and Fidelity announce their latest collaboration, Pentegra and FuturePlan by Ascensus name new hires, and more
March 24, 2023
‘America’s Retirement Score’ Drops to a 78
Fidelity research shows nation’s retirement preparedness level sees five-point decline amid continued volatility
March 21, 2023
Women Feel ‘Stress’ Over Finances While Men are ‘Hopeful’
However, Fidelity’s research finds women are taking steps to diminish stress with money and retirement
March 1, 2023
401(k) Balances Dropped 20% in 2022 at Fidelity, But Increased in Q4
Fidelity’s just-released 2022 Retirement Analysis reveals that average account balances rose in Q4 and retirement savers continue to focus on the long term with savings rates remaining steady
February 23, 2023
Fidelity and Putnam Embrace ESG
The major asset managers both announced on Friday that it would offer ESG funds to its retirement savers
February 13, 2023
Target-Date Contributions Grew Steadily in 2022
Recent analysis from Morningstar finds target-date mutual funds grew 35% since 2021
January 30, 2023
PASSED! SECURE 2.0 Awaits Biden’s Signature After $1.7T Spending Bill Clears House Friday
Retirement industry rejoices in landmark bill including numerous substantial reforms aimed at helping more Americans save
December 23, 2022
Democratic Senators Again Urge Fidelity to Halt Bitcoin-in-401k Offering
New letter points to recent FTX meltdown as further evidence the digital asset industry is unsuitable for retirement investors—but not everyone agrees
November 22, 2022