Fidelity

• Lifecycle Products Grew 8% in Q4 to $842 Billion

  By Janet Levaux, AdvisorOne  |  March 26, 2012

  Target-date and target-risk products grew 5% in 2011 and 8% in fourth quarter, according to New York-based Strategic Insight.

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  Lifecycle Funds Grew 8% in Q4 to $842B

  By Janet Levaux, AdvisorOne  |  March 8, 2012

  Assets in target-date mutual funds remain highly concentrated among five firms, says Strategic Insight.

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  Direct Providers Threaten Advisors’ Client Base: Cerulli

  By Marlene Y. Satter  |  February 23, 2012

  Those advisors most in jeopardy are those who compete most directly with providers such as Schwab, Fidelity and E*Trade.

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  Are Target Date Funds the ‘Single Product Solution’?

  By J. Gibson Watson III, Envestnet | Prima  |  December 6, 2011

  Yes, they remain popular, despite 2008, but they are not the income-producing Holy Grail of DC plans.

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  How a Freethinking Economist Saved Your Retirement Portfolio

  By Gerald Burstyn  |  September 29, 2011

  Research by economist Richard Thaler, a professor at the University of Chicago, has “nudged” vast numbers of Americans to a higher savings rate.

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  Vanguard, TIAA-CREF Named Asset Management Leaders in Mobile Finance

  By Danielle Andrus, AdvisorOne  |  June 22, 2011

  Corporate Insight released on Wednesday a report detailing trends in mobile finance, naming Vanguard and TIAA-CREF as the leaders among asset managers in the mobile space.

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  New Apps From Fidelity, Pershing, Schwab Introduce Mobile Check Deposit, Expansion to Android

  By Danielle Andrus, AdvisorOne  |  May 24, 2011

  Fidelity and Charles Schwab focus on clients who can't put their smartphones down, and the NetX360 circle got a little bigger for Pershing advisors with a mobile app that works on the the Android platform.

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  Keats, Connelly Names RBC Advisor Services as 'Custodian of Choice'

  By James J. Green, AdvisorOne  |  February 23, 2011

  The Arizona and Florida-based fee-only RIA firm with $265 million under advisement says mostly new client assets will be custodied at RBC.

• Offering Commission-Free Carrots

  By Ronald Delegge, ETFguide.com  |  December 1, 2010

  The battle for ETF investors just went from hot to hotter. In October, TD Ameritrade became the latest brokerage firm to offer commission free online...

• Using OPM to Grow AUM

  By Mark Tibergien  |  October 1, 2010

  Advisory businesses deploy two types of leverage to accelerate their growth: operating leverage, which builds off infrastructure, technology, and other people's labor (OPL); and financial...