Fidelity Investments Institutional Services Company

• Written Retirement Plans Help Increase Referrals, Asset Concentration

  By Danielle Andrus, AdvisorOne  |  June 20, 2011

  Written retirement plans aren’t just good for clients.

• Assets in 529 Plans Grow; Some Changes to Come

  By Janet Levaux, AdvisorOne  |  November 1, 2007

  Thanks primarily to the 2006 Pension Protection Act, which made withdrawals from 529 college-savings plans exempt from income taxes, interest in 529 plans has been...

• NEWS & PRODUCTS, OCTOBER 2007

  By Staff Writer  |  October 1, 2007

  The Senate Finance Committee took up the issue at a September 5 hearing of whether increased tax liability for private equity managers would be paid...

• New Tool for Advisors

  By James J. Green, AdvisorOne  |  September 7, 2007

  Fidelity Investments will be rolling out a Web-based retirement income planning tool during the month of September through its three advisor-servicing units: Fidelity Investments Institutional Services Company (FIIS), National Financial, and Fidelity Registered Investment Advisor Group (FRIAG).

• NEWS & PRODUCTS, June 2007

  By Kara P. Stapleton  |  June 1, 2007

  NASD has fined two Fidelity broker/dealers for preparing and distributing misleading sales literature promoting Fidelity's Destiny I and II Systematic Investment Plans, which were sold...

• FRIAG President Carey Takes New Role

  By Staff Writer  |  October 23, 2006

  William C. Carey, who since July 2005 has been president of Fidelity Registered Investment Advisor Group (FRIAG), is taking on a new role at Fidelity Investments Institutional Services Company (FIIS), as EVP of national accounts, effective November 1. During his tenure as FRIAG president, the business grew from $144.8 billion...

• Fidelity's Advisor 401(k) Business Heats Up

  By Staff Writer  |  February 16, 2006

  Retirement savings rest squarely on shoulders of individuals

• Do-It-Yourself Fund Supermarket

  By Melanie Waddell, AdvisorOne  |  May 2, 2001

  Four of the biggest mutual fund companies launch a