A national survey that measures customer satisfaction in the finance industry found that Fidelity Investments outperformed ...

Balances for 401(k) retirement accounts hit the “second-highest average on record" in the final quarter of 2024, according to ...

The American Federation of Teachers, with $4 trillion managed for retirees and others, wants asset-management CEOs to do ...

Americans’ retirement accounts benefited from steady market appreciation and higher contribution rates last year, according ...

The stock market’s rally drew more money into the firm’s funds and spurred trading activity by its customers.

According to Fidelity Investments®’ latest Q4 2024 retirement analysis, retirement savers experienced a year of positive growth in 2024. While average balances across the board dipped slightly from Q3 ...

Abigail Johnson, the CEO of the Boston-based asset manager, said the results were boosted by rising markets and interest rate ...

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and ...

Fidelity Investments said on Thursday that it has launched two all-ETF model portfolios for use by wealth management firms ...

The investing giant's newest model portfolio offerings blend active, passive, and third-party ETFs to target a range of risk ...

Plan sponsors need to stay on top of the evolution of DC plan lineups that now include collective investment trusts and ...