Fidelity Investments

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  What’s an Advisor’s Value?

  By Michael Finke  |  January 23, 2013

  A recent survey conducted by Fidelity Investments found that only 57% of clients felt their advisor provided value during “recent market conditions.”

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  Top Portfolio Products: Fidelity to Disclose Additional Money-Market Fund Data

  By Marlene Y. Satter, AdvisorOne  |  January 18, 2013

  Portfolio-related developments over the last week include the closure of Fidelity’s Small Cap Discovery Fund to new investors and an advisor change by Vanguard on its International Value Fund.

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  5 ETF Megatrends for 2013

  By Ron DeLegge, ETFguide.com  |  January 7, 2013

  It's a busy product space for advisors to keep up with, and that won't change in the coming 12 months.

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  401(k) Fee Transparency: Best & Worst Providers

  By Jane Wollman Rusoff  |  December 20, 2012

  Dalbar and Research magazine conducted an in-depth study of the new ERISA 408(b)(2) disclosure rule, providing rankings in key categories of big providers.

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  Fidelity Drops Fees, Minimums on Spartan Index Mutual Funds

  By Janet Levaux, AdvisorOne  |  December 12, 2012

  The move aims to help the firm compete more with ETFs, other index products, Morningstar expert says

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  New Hire Roundup: Layton to Run Neuberger Berman Wealth Group; New SIFMA Board Member

  By Marlene Y. Satter, AdvisorOne  |  December 6, 2012

  This week in new hires, Neuberger Berman announced that Brian Layton would head its Boston wealth management group; Paul Gamble was promoted at Financial Engines; and SIFMA announced that Kim Tillotson Fleming was named to its board.

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  Gender Gap Exposed in Millionaires’ Financial Decision Making

  By Michael S. Fischer, AdvisorOne  |  November 30, 2012

  Fidelity study says advisors are well advised to focus on both spouses to protect client relationships.

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  Top Portfolio Products: Schwab, Piper Jaffray to Boost Muni Bond Access

  By Marlene Y. Satter, AdvisorOne  |  November 30, 2012

  New products introduced over the last week include an arrangement between Schwab and Piper Jaffray to provide investors greater access to the latter’s new muni bonds; more.

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  PowerShares Drops Costs on 6 ETFs

  By Janet Levaux, AdvisorOne  |  November 29, 2012

  The Chicago-based firm is one of several ETF providers to lower fees in order to attract more investors.

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  Fidelity Reports Highest-Ever Average 401(k) Balances

  By John Sullivan, AdvisorOne  |  November 9, 2012

  Good news from Fidelity Investments on the subject of retirement planning.