cross-referenced news and research resources about
Fidelity Investments
FMR Corp. is semper fidelis (ever faithful) to its core business. The financial services conglomerate, better known as Fidelity Investments, is the world's #1 mutual fund company. Serving some 18 million individual and institutional clients, Fidelity manages nearly 340 funds and has approximately $775 billion of assets under management. Among its notable offerings is the Magellan Fund, which was for many years the US's largest. The founding Johnson family controls most of FMR; Abigail Johnson, CEO Ned's daughter and heir apparent, is the largest single shareholder with about 25%.
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updated Tue. November 15, 2022
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Kansas City Business Journal
April 27, 2018
You are committed to helping others succeed and passionate about delivering an outstanding client experience. Your ability to build relationships and educate clients has made you a natural sales-person. Come join a team that will value your contribution and invest in your future. Our Financial ConsultantÃâà...
Investopedia (blog)
April 19, 2018
Fidelity Investments' Canadian unit launched a new mutual fund that invests in companies that are still run by their founders. The Boston-based fund company's Canadian arm announced in a press release that portfolio manager Daniel Kelley will manage the Fidelity Founders Class fund, which will seekÃâà...
Investopedia (blog)
April 16, 2018
With volatility back with a vengeance and concerns mounting that growth stocks are overvalued, Fidelity Investments fund managers are focusing more on choosing stocks that are high quality, properly valued and paying out dividends. Take valuations for starters. Sean Gavin, portfolio manager for theÃâà...
Investopedia (blog)
April 12, 2018
Fidelity Investments, aiming to simplify the fees it charges wealthy clients, is redoing its fee structure starting in July. The Wall Street Journal reported that the price changes, among the biggest ever for the Boston-based fund company, will tie costs with how much a client has invested with Fidelity.
Barron's
April 11, 2018
Fidelity Investments is moving to client-level pricing and away from product-level pricing, a big change that puts customers at the center of its business. As The Wall Street Journal reported earlier today, the changes represent “one of the biggest-ever pricing shake-ups for a firm that oversees hundreds ofÃâà...
Investopedia (blog)
April 10, 2018
Registered investment advisors, or RIAs, are growing in numbers, with a new survey out of Fidelity Investments finding that nearly one in four financial advisors have switched firms during the past five years, with many going the independent route. Of those that have left for greener pastures, 92% signaledÃâà...
Investopedia (blog)
April 6, 2018
From March 2009 to January of this year, the stock market remained in a bull run, with the S&P 500 gaining 364% against a backdrop of low volatility. That all changed in February, with concerns about inflation, Federal Reserve actions, trade wars and now tech regulation weighing on stocks. And whileÃâà...
Investopedia (blog)
April 4, 2018
Fidelity Investments is amping up the low-cost nature of its funds, filing with the Securities and Exchange Commission for a new international mutual fund that has no fees associated with it. First spotted by ThinkAdvisors, the Flex International Index Fund, which was created to track foreign stocks, will be freeÃâà...
Investopedia (blog)
April 2, 2018
Fidelity Investments is expanding its factor-based exchange-traded fund offering with the launch of two new bond ETFs. According to ETF.com, the Boston-based fund company registered the Fidelity High Yield Factor ETF and the Fidelity Low Duration Bond Factor ETF, with the latter slated to be listed onÃâà...
Boston Business Journal
March 29, 2018
Investors pulled $5.5 billion more from Fidelity Investments' actively managed funds than they put in during February, a month of heavy volatility in the U.S. stock market, according to data from Morningstar Direct. The investor outflows were the highest from Fidelity's active funds in a single month sinceÃâà...
Investopedia (blog)
March 28, 2018
Diversification has its benefits, but when it comes to financial services accounts, Fidelity Investments says that consolidation reigns supreme. While lots of investors spread their money across accounts, they tend to do so via different investment companies. But the Boston-based fund company said thatÃâà...
Investopedia (blog)
March 27, 2018
Stocks were setting new highs seemingly every month until the start of February, when volatility set in, sending shares up and down on any given day. If publicly traded companies continue to trade in a range instead of setting new highs, traders with a focus on the short term are going to need new tools toÃâà...
Investopedia (blog)
March 24, 2018
The Federal Reserve's interest rate policy for this year and President Donald Trump's tariffs that now include China will add to the volatility in the market, but stocks should be able to withstand the pressures. That's according to a new blog post from Fidelity Investments' Jurrien Timmer, director of globalÃâà...
Pensions & Investments
March 21, 2018
28 American Funds Fidelity Investments J.P. Morgan T. Rowe Price Vanguard 2012 2014 2016 2018 $-100,000 $0 $100,000 $200,000 $300,000 $400,000 ... Fidelity Investments remains the second-largest target-date fund provider, despite experiencing a total of $20 billion in outflows between the start ofÃâà...
RIABiz
March 21, 2018
Brooke's Note: If you're Fidelity Investments CEO then the biggest conflict of emotion comes about when it comes to actively managed mutual funds. Your Yin tells you to give your managers the freedom to draw outside the lines, take risks and think long-term. Your Yang says that your core competency is aÃâà...
Investopedia (blog)
March 20, 2018
Facebook, Inc. (FB) may be tanking thanks to its latest data privacy scandal, but a star fund manager at Fidelity Investments is bullish on technology stocks thanks in part to artificial intelligence and other advanced technologies. In an interview with Fidelity Viewpoints, Steve Wymer, the manager of theÃâà...
Investopedia (blog)
March 19, 2018
With bond yields moving higher this year and with interest rates poised to increase, Fidelity Investments said investors should brace for the end of the secular bull market in fixed income. In a recent article for Fidelity Investments Viewpoints, Tom DeMarco, a market strategist in Fidelity Capital Markets'Ãâà...
RIABiz
March 16, 2018
Also on that list is Fidelity Investments with regard to the 401(k) business. If Fidelity's 2017 401(k) performance is any indication, its market domination is more than intact -- but not without some fancy fiduciary footwork and some big investments in humans by the company. The bigger factor, however, is theÃâà...
Boston Business Journal
March 6, 2018
Fidelity Investments has chosen two new co-heads for its equity division, which came under fire in the fall when multiple employees were accused of sexual harassment and other inappropriate behavior. The unit's new leaders are Tim Cohen, currently Fidelity's head of global equity research, and PamÃâà...
Pensions & Investments
March 6, 2018
Pamela Holding and Timothy M. Cohen were promoted to co-heads of Fidelity Investments' equity division, which manages nearly $1 trillion. The two report to Charles Morrison, president of Fidelity's asset management division, said Vincent Loporchio, a company spokesman, in an email. After a transitionÃâà...
Barron's
February 28, 2018
It's been a dark winter for Fidelity Investments, which has been targeted by allegations of workplace misconduct, but today the firm announced some good news. Despite the difficult trends in the asset-management industry—most importantly, diminishing profit margins as fee wars drive prices down andÃâà...
Investopedia (blog)
February 27, 2018
Volatility is here and likely to stay, but there are ways to play it, even for exchange-traded fund (ETF) investors. That's according to Fidelity Investments, which offered up ETF strategies that can cushion the blow when volatility is sending stocks up and down on any given day or even hour. Of courseÃâà...
Boston Business Journal
February 26, 2018
Fidelity Investments is considering adopting a more team-centered approach to stock-picking that would take power away from the star managers for which it has long been known, the Wall Street Journal reported Monday — a shift that, in a worst-case scenario, could cause some of the company's top talentÃâà...
Investopedia (blog)
February 22, 2018
"While we have good earnings and did give back P/E points that we unjustifiably gained since last August, we'll still have valuation headwinds going forward," the Fidelity Investments executive said in an interview with CNBC. "That doesn't mean a bear or down market. When earnings are growing 20%, youÃâà...
Investopedia (blog)
February 21, 2018
Inflation can erode purchasing power and drag stocks lower, requiring investors to make diversifying into different asset classes a top priority in a rising inflation environment. But it can't just be a move to more bonds or stock exposure – Fidelity Investments said that investors need to think outside the box.
Investopedia (blog)
December 31, 1999
While actively managed exchange-traded funds (ETFs) often get overlooked for their passive brethren, with volatility back in the stock market with a vengeance, investors may want to give them another look. One provider of these funds that Barron's is highlighting is Fidelity Investments. Barron's said in aÃâà...
Investopedia (blog)
December 31, 1999
Fidelity Investments may have seen billions of dollars in target-date fund outflows during the past five years, but it was still able to maintain its second-place status in the market. According to the most recent survey from Pensions & Investments, Fidelity Investments fund families, which are heavily focused onÃâà...
HR Technologist
December 31, 1999
Fidelity Investments has announced the launch of the 'Fidelity Equity Compensation Planner Tool', as part of its plans to help employees who receive stock options as part of their remuneration/benefits package. The tool will help employees understand the exact nature of what they receive - and will includeÃâà...
Investopedia (blog)
December 31, 1999
The stock market correction seen in February could set the stage for some sectors to outperform, with Fidelity Investments highlighting those industries that are procyclical in that they tend to see growth in lockstep with the economy. In an interview in Fidelity Viewpoints, Denise Chisholm, Fidelity sectorÃâà...
Investopedia (blog)
December 31, 1999
When it comes to banking, your local financial institution or a national bank may not be necessary. If Fidelity Investments and its rival online brokerages have their way, investors will bank with them over the traditional players. Why might consumers and investors want to do that? According to a new FidelityÃâà...
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