Fidelity Investments

Love & Money: Most Couples Give Themselves High Marks in Communication, Yet Fidelity Study Reveals Hidden Frustrations in Couples’ Financial Future

Retrieved on: 
Thursday, February 1, 2024
Asset Management, Professional Services, Finance, Online, Partnership, Multimedia, Education, Fidelity Investments, Family, News, Retirement, Dream, Friends, Hobby, Generation Z, Love, Investment, Gen, Communication, Fidelity, Checklist, Disagreement, Woman

The study results show a need for improved communication and shared decision-making to manifest financial harmony within relationships.

Key Points: 
  • The study results show a need for improved communication and shared decision-making to manifest financial harmony within relationships.
  • The study also reveals that effective communication can be crucial for financial success and well-being for couples.
  • Online retirement planning tools provide easy ways for couples to tell if they are on track to meet their financial targets.
  • Including, Fidelity’s annual Retiree Health Care Cost Estimate , which highlights ways Americans can prepare to meet future health care costs in retirement.

RIA Industry Veteran David Canter Joins CAIS as Strategic Advisor

Retrieved on: 
Thursday, February 1, 2024
Fintech, Asset Management, Professional Services, Finance, Fidelity Investments, Financial plan, RIA, Practice management software, Investment, Fidelity, Pleasure, Canter and gallop, Financial adviser

CAIS, the leading alternative investment platform for independent financial advisors, announced today that David Canter has joined the firm as a Strategic Advisor to support the company’s ongoing commitment to the RIA community.

Key Points: 
  • CAIS, the leading alternative investment platform for independent financial advisors, announced today that David Canter has joined the firm as a Strategic Advisor to support the company’s ongoing commitment to the RIA community.
  • “We are excited to have David join the CAIS team at a time when independent advisors are adopting CAIS technology as their primary solution to scale alternative investments,” said Matt Brown, CAIS Founder and CEO.
  • Canter brings more than 20 years of experience serving the independent advisor community, including more than a decade at Fidelity Investments.
  • At Fidelity, Canter led the RIA and Family Office Segments and spearheaded the Practice Management and Consulting practice for Fidelity Institutional.

Pacific Life Teams Up with Fidelity Investments on New Retirement Solution to Provide Guaranteed Lifetime Income

Retrieved on: 
Tuesday, January 30, 2024
Asset Management, Professional Services, Insurance, Finance, Fidelity Investments, SPIA, Social, Retirement, Social Security, Pacific Life, GID, Investment, Lifetime, Fidelity, Education, Pension, Life insurance

Pacific Life announced today a collaboration with Fidelity Investments to provide Pacific Lifetime Income (a single premium immediate annuity or SPIA) for Fidelity's new retirement income solution, Guaranteed Income Direct (GID).

Key Points: 
  • Pacific Life announced today a collaboration with Fidelity Investments to provide Pacific Lifetime Income (a single premium immediate annuity or SPIA) for Fidelity's new retirement income solution, Guaranteed Income Direct (GID).
  • GID is an innovative retirement income solution that allows individuals to convert a portion of their defined contribution plan savings into an annuity, ensuring consistent, guaranteed payments throughout their retirement journey.
  • The solution features institutional pricing and the flexibility for individuals to convert any amount of their retirement plan savings into retirement income.
  • “Pacific Life is excited to collaborate with Fidelity Investments on Guaranteed Income Direct,” said Michael Oler, assistance vice president and head of Pacific Life’s Defined Contribution Lifetime Income team.

Dave Gray Joins Empower as Executive Vice President for Enterprise Solutions

Retrieved on: 
Tuesday, January 30, 2024
Professional Services, Technology, Mobile, Wireless, Finance, Asset Management, Personal Finance, Accounting, Partnership, Tennessee Temple University, Fidelity Investments, The Standard, History, FINRA, Labour, Investment, Acquisition, Fidelity, Workplace, Empower, Series, Standard

Empower announced today that Dave Gray will be joining Empower as executive vice president for enterprise solutions.

Key Points: 
  • Empower announced today that Dave Gray will be joining Empower as executive vice president for enterprise solutions.
  • Gray officially joined Empower on Jan. 29.
  • Gray brings extensive experience in business efficiency and service excellence, organizational transformation, platform modernization and innovation, and product creation resulting in customer acquisition.
  • “Empower has seen tremendous success and continues to innovate,” said Gray.

LA-based Founder & Chief Investment Officer Recognized in InvestmentNews Hot List

Retrieved on: 
Saturday, February 3, 2024
Fidelity, AUA, BlackRock, Fidelity Investments, Mental Healthcare Act, 2017, JPMorgan Chase, Trust, The Hot List, AUM, Financial adviser

LOS ANGELES, Feb. 2, 2024 /PRNewswire/ -- Recognized alongside finance industry titans such as Jamie Dimon (Chairman of the Board, CEO, JPMorgan Chase), Larry Fink (CEO, BlackRock), and Abby Johnson (CEO, Fidelity Investments), Ivan Manuel Illán (Founder & Chief Investment Officer, Aligne Wealth Advisors Investment Management (AWAIM®) has made a significant impact in the financial services industry.

Key Points: 
  • LOS ANGELES, Feb. 2, 2024 /PRNewswire/ -- Recognized alongside finance industry titans such as Jamie Dimon (Chairman of the Board, CEO, JPMorgan Chase), Larry Fink (CEO, BlackRock), and Abby Johnson (CEO, Fidelity Investments), Ivan Manuel Illán (Founder & Chief Investment Officer, Aligne Wealth Advisors Investment Management (AWAIM®) has made a significant impact in the financial services industry.
  • InvestmentNews honored the 100 top movers and shakers in wealth management in this year's inaugural Hot List.
  • The winners were nominated by industry professionals across the country in August 2023 and narrowed down to the top 100 based on their contributions that have helped shape the industry.
  • "Too few financial advisors maintain and share their own investment offering's performance history, due to regulatory complexity and costs related to composite construction and independent annual verification."

Simmons University Institute for Inclusive Leadership Welcomes New Executive Board Members from Bain Capital, Dell Technologies, and John Hancock

Retrieved on: 
Tuesday, January 30, 2024
Partnership, Leadership studies, Fidelity Investments, Advisory board, Ameriprise Financial, Dell, Learning, Dell Technologies, Gender, Central Waqf Council, Sales operations, Bain Capital, Enablement, Bentley University, MBA, Bryant University, DEI, Investment, Toronto-Dominion Bank, Partner, Clark University, WIA, Simmons University, Executive sponsor, Woman, Southern New Hampshire University, Professional services, Management

"It is with sincere excitement that I welcome three executive leaders to the Strategic Advisory Board," said Susan MacKenty Brady, CEO of the Institute for Inclusive Leadership.

Key Points: 
  • "It is with sincere excitement that I welcome three executive leaders to the Strategic Advisory Board," said Susan MacKenty Brady, CEO of the Institute for Inclusive Leadership.
  • Simmons is proud to be the catalyst that unites the members, and we are deeply honored for the leadership of its advisory board."
  • "We are thrilled and grateful to have the opportunity to work with these three leaders as the newest members of the Strategic Advisory Board," said Simmons University President Lynn Perry Wooten.
  • He has an MBA from Southern New Hampshire University and holds a Bachelor of Science in Business and Organizational Leadership.

Level Up Insurance Partners with Industry Giants Aetna, Americo, and AIG to Enhance Client Service

Retrieved on: 
Wednesday, January 17, 2024
Hope, Partnership, Insurance, Transamerica, Name, AIG, Trust, AI, Foresters Financial, Fidelity Investments, Financial services

Doral, Florida--(Newsfile Corp. - January 17, 2024) - The founder and CEO of Level Up Insurance, Joseph Gonzalez , has announced his company's partnership with industry titans to provide top-notch health and life insurance services to clients.

Key Points: 
  • Doral, Florida--(Newsfile Corp. - January 17, 2024) - The founder and CEO of Level Up Insurance, Joseph Gonzalez , has announced his company's partnership with industry titans to provide top-notch health and life insurance services to clients.
  • These names include multinational companies like AIG, Fidelity Investments, Foresters Financial, Aetna, and Transamerica.
  • Affiliating with these companies is expected to build trust and hope in a more technologically advanced insurance industry as Level Up Insurance continues to leverage AI and other modern technologies.
  • As Level Up Insurance continues to foster relationships with top insurance industries, the company is expected to advance in the insurance and technology sectors by leveraging data and analytics.

FinovateEurope 2024: The Future of Fintech Unveiled with 35+ Live Demos and 100+ Expert Speakers

Retrieved on: 
Wednesday, January 24, 2024
ING, Fireside chats, Customer experience, Citigroup, Chatbot, Government, HSBC, Informa, BNP Paribas, Conversation, J. P. Morgan, FS, Barclays, Fireside, Fidelity Investments, Cryptocurrency

FinovateEurope 2024 is meticulously designed to deliver a high density of expert insights, create environments conducive to effective networking, and optimize agendas for business efficiency.

Key Points: 
  • FinovateEurope 2024 is meticulously designed to deliver a high density of expert insights, create environments conducive to effective networking, and optimize agendas for business efficiency.
  • The event will bring together over 1000 innovators, with 500 attendees from banks and financial institutions.
  • The event is supported by Finovate’s state-of-the-art networking tool, optimizing the experience for attendees seeking to redefine the future of financial services.
  • To view the list of speakers and the detailed agenda for both days, visit https://informaconnect.com/finovateeurope/agenda/2/
    To register for the in-person event, visit https://informaconnect.com/finovateeurope/purchase/select-package/

Prudential launches SimplyIncome for workplace retirement plans on Fidelity Investments™ platform

Retrieved on: 
Thursday, January 25, 2024
Professional Services, Insurance, Finance, Multimedia, SPIA, Prudential, Workplace, Fidelity, Risk, Prudential Financial, Longevity, Retirement, PRU, Fidelity Investments, Financial adviser

Prudential Financial, Inc. ( NYSE: PRU ) is collaborating with Fidelity Investments™ to address growing demand among consumers for a workplace retirement plan option that will convert participants’ retirement savings into a protected stream of income.

Key Points: 
  • Prudential Financial, Inc. ( NYSE: PRU ) is collaborating with Fidelity Investments™ to address growing demand among consumers for a workplace retirement plan option that will convert participants’ retirement savings into a protected stream of income.
  • View the full release here: https://www.businesswire.com/news/home/20240125326699/en/
    Ann Nanda, Head of Future Growth Initiatives and Distribution Enablement, Prudential Retirement Strategies (Photo: Business Wire)
    Prudential recently launched Prudential SimplyIncomeSM — a new single-premium immediate annuity, or SPIA — within employer-based retirement plans administered by Fidelity Investments .
  • Ann Nanda, head of Future Growth Initiatives and Distribution Enablement at Prudential Retirement Strategies, notes that the collaboration with Fidelity helps expand access to retirement security for more consumers and aligns with a key Prudential business priority to deliver retirement income in brand-new ways.
  • “It’s an additional option to complement the many great solutions that exist for individual retirement account owners outside of workplace plans.”

Fidelity’s® Guaranteed Income Direct Solution Available Nationally, Enabling Employees to Convert Retirement Savings Into Lifetime Income

Retrieved on: 
Thursday, January 25, 2024
Personal Finance, Asset Management, Professional Services, Finance, Social Security, Retirement, Research, Social, Fidelity, Prudential Financial, Risk, Pacific Life, MetLife, Pension, Fidelity Investments, Life insurance

Fidelity Investments ®, the nation’s retirement leader1, announces the broad availability of Guaranteed Income Direct, a new solution allowing employees to convert all or a portion of their retirement savings – from a 401(k), 403(b) or 457(b) – into an immediate income annuity to provide consistent, pension-like payments2 throughout retirement.

Key Points: 
  • Fidelity Investments ®, the nation’s retirement leader1, announces the broad availability of Guaranteed Income Direct, a new solution allowing employees to convert all or a portion of their retirement savings – from a 401(k), 403(b) or 457(b) – into an immediate income annuity to provide consistent, pension-like payments2 throughout retirement.
  • Guaranteed Income Direct allows employees to set up pension-like payments by purchasing an immediate income annuity through an insurer selected by an employer.
  • One of Fidelity’s objectives for Guaranteed Income Direct was to create a seamless digital experience for all employees.
  • Fidelity’s retirement income services are designed to help all employees, no matter where they are in their retirement journey – from investing for retirement to generating income while living in retirement.