Fidelity Investments

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  Fidelity Introduces Personal Trust Services for Broker Workstation

  By Marlene Y. Satter, AdvisorOne  |  May 24, 2012

  National Financial workstation offers suite as brokers vie for $3 trillion in assets.

• 401(k)s Making Headway

  By Janet Levaux, AdvisorOne  |  May 24, 2012

  Fidelity Investments said in early May that the average 401(k) balance rose to $74,600 at the end of the first quarter

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  New Hire Roundup: Comfort Joins LPL; Clark Moves Up at Clark Capital

  By Marlene Y. Satter, AdvisorOne  |  May 23, 2012

  This week in new hires, Robert Comfort went to LPL Financial, Brendan Clark was named president of Clark Capital Management and Ken Paieski joined UAT.

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  Advisor iPad App Allows Client Reviews to Go Anywhere

  By Joyce Hanson, AdvisorOne  |  May 21, 2012

  “As long as I have my iPad with me, there’s nothing I can’t access. I can run into a client in a restaurant and do things on the fly,” says Ted Rich of Vinoy Capital.

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  Fidelity: Retiree Medical Care Will Cost as Much as House

  By John Sullivan, Advisorone  |  May 15, 2012

  A 65-year-old couple retiring in 2012 is estimated to need $240,000 to cover medical expenses throughout retirement.

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  Jefferson National Adds Alternative Investment Offerings

  By John Sullivan, Advisorone  |  May 14, 2012

  Company claims recent additions means it has more than 65 tax-deferred funds in the alternative investment category.

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  Top Portfolio Products: Baird Launches Small-Cap Product; Fidelity Adds Global Equity-Income Funds

  By Marlene Y. Satter  |  May 14, 2012

  The Hartford announces new managers, funds, as Neuberger Berman and Market Vectors roll out new products.

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  Top Portfolio Products: Baird Launches Fund; Fidelity Adds Two

  By Marlene Y. Satter, AdvisorOne  |  May 14, 2012

  New products introduced over the last week include a new small-cap value fund from Baird; two new funds from Fidelity; and three new investment managers and sixteen new funds for The Hartford’s defined contribution retirement program offerings.

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  SEC’s Schapiro Adamant About Money-Market Fund Reforms

  By Melanie Waddell, AdvisorOne  |  May 11, 2012

  During a conversation between Schapiro and Mellody Hobson, president of Ariel Investments, at the ICI's annual conference, Hobson said the industry and the SEC were at “loggerheads” over the SEC’s plans.

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  New Hire Roundup: Harris Returns to Davis Polk; Citi Private Bank Welcomes Mohammed

  By Marlene Y. Satter, AdvisorOne  |  May 3, 2012

  This week in new hires, Davis Polk welcomed back Kim Harris and Nevada Mohammed joined Citi Private Bank’s Vancouver office.