Fidelity Investments

Fidelity® Expands Commission-Free ETF Platform to More Than 500 ETFs; Continues to Deliver Investors Unparalleled Value and Choice

Retrieved on:

Tuesday, February 12, 2019

Professional services, Banking, Finance, Exchange-traded funds, Finance, Investment, Economy, iShares, Fidelity Investments, Brokerage firm, Christian Magoon

The increase is an extension of Fidelitys strategic ETF partnership with BlackRock, Inc. (NYSE: BLK), which continues to deliver significant value to investors across a range of ETF products.

Key Points:

The increase is an extension of Fidelitys strategic ETF partnership with BlackRock, Inc. (NYSE: BLK), which continues to deliver significant value to investors across a range of ETF products.
Fidelitys platform also will provide more choice in the smart beta and active ETF categories from more than ten asset managers and leading ETF providers in the coming months.
Free commission offer applies to online purchases of Fidelity ETFs and select iShares ETFs in a Fidelity brokerage account.
Fidelity, Fidelity Investments, Fidelity Investments and the pyramid logo are registered service marks of FMR LLC.

Fidelity® Expands Model Portfolios Line-up with Two New Income Models Leveraging Both ETFS and Mutual Funds

Retrieved on:

Thursday, February 7, 2019

Professional services, Banking, Finance, Finance, Money, Economy, Investment, Funds, Fidelity International, Financial markets, Fidelity Investments, Mutual fund, Portfolio, Index fund, Exchange-traded fund

Fidelity Investments, one of the largest and most diversified global financial services firms with $6.7 trillion in client assets1, today launched the Fidelity Bond Income Model Portfolio and Fidelity Multi-Asset Income Model Portfolio, the first models offered by Fidelity to include ETFs, along with active and passive mutual funds.

Key Points:

Fidelity Investments, one of the largest and most diversified global financial services firms with $6.7 trillion in client assets1, today launched the Fidelity Bond Income Model Portfolio and Fidelity Multi-Asset Income Model Portfolio, the first models offered by Fidelity to include ETFs, along with active and passive mutual funds.
The Fidelity Multi-Asset Income Model Portfolio uses different asset classes for additional diversification and total return benefits.
Fidelitys other model portfolios include the Fidelity Target Allocation Model Portfolios, which seek to combine Fidelity active and passive mutual funds to enhance potential for excess return, and the Fidelity Target Allocation Index-Focused Model Portfolios, primarily invested in Fidelity index mutual funds, making them some of the lowest cost models available.
The Fidelity Income Models consist of Fidelity mutual funds and third-party ETFs.

Jayson McGinnis joins the Capita Financial Network

Retrieved on:

Saturday, February 2, 2019

Finance, Economy, Money, Financial planners, Fidelity International, Fidelity Investments, UTAH

SANDY, Utah, Feb. 2, 2019 /PRNewswire-PRWeb/ --With more than 10 years of experience as a financial planner with Fidelity Investments, Jayson McGinnis brings with him a comprehensive background in retirement income planning and investment analysis.

Key Points:

SANDY, Utah, Feb. 2, 2019 /PRNewswire-PRWeb/ --With more than 10 years of experience as a financial planner with Fidelity Investments, Jayson McGinnis brings with him a comprehensive background in retirement income planning and investment analysis.
He believes that by fully understanding his clients' goals and concerns he can help them create a strong financial plan.
Capita is thrilled to have Jayson join our advisory team.
He enjoys taking his family skiing, camping, and fishing in the beautiful state of Utah.

Fidelity Q4 2018 Retirement Analysis: Market Shake-up Impacts Account Balances, but Investors “Stayed the Course” Despite Volatility

Retrieved on:

Thursday, January 31, 2019

Despite market swings, investors did not make significant changes to their 401(k) investments.

Key Points:

Despite market swings, investors did not make significant changes to their 401(k) investments.
Only 5.6 percent of 401(k) investors made a change to their asset allocation in Q4, including investors who have their savings in a target date fund or managed account.
And as of Q4, more than half (50.6 percent) of 401(k) savers are 100% invested in a target date fund.
Fidelity Investments Institutional Services Company, Inc.,
1Analysis based on 22,600 corporate defined contribution plans and 16.2 million participants as of December 31, 2018.

Fidelity Expands Fidelity Factor ETFs and Mutual Funds

Retrieved on:

Thursday, January 24, 2019

Finance, Money, Economy, Funds, Mutual fund, Fidelity Investments, Exchange-traded funds, Investment, Index fund

TORONTO, Jan. 24, 2019 /CNW/ -Fidelity Investments Canada ULC, one of Canada's top investment management firms, today expanded its suite of ETFs and Mutual Funds with the launch of Fidelity Low Volatility and Fidelity High Quality Factor ETFs and Mutual Funds for financial advisors and investors.

Key Points:

TORONTO, Jan. 24, 2019 /CNW/ -Fidelity Investments Canada ULC, one of Canada's top investment management firms, today expanded its suite of ETFs and Mutual Funds with the launch of Fidelity Low Volatility and Fidelity High Quality Factor ETFs and Mutual Funds for financial advisors and investors.
New Fidelity Low Volatility and High Quality ETFs and Mutual Funds will meet this growing demand and seek to deliver on investors' changing needs.
Fidelity Low Volatility Factor ETFs and Mutual Funds provide investors single-factor exposure to companies with lower volatility than the broader equity market.
Fidelity High Quality Factor ETFs and Mutual Funds provide investors single-factor exposure to high quality companies that are characterized by superior profits with strong balance sheets and stable cash flows.

Fidelity launches Fidelity CanAm Opportunities Class

Retrieved on:

Wednesday, January 16, 2019

Fidelity International, Fidelity Investments, Finance, Economy of the United States

TORONTO, Jan. 16, 2019 /CNW/ - Fidelity Investments Canada ULC, one of Canada's top investment management firms, today launched Fidelity CanAm Opportunities Class co-managed by portfolio managers Mark Schmehl and Steve MacMillan.

Key Points:

TORONTO, Jan. 16, 2019 /CNW/ - Fidelity Investments Canada ULC, one of Canada's top investment management firms, today launched Fidelity CanAm Opportunities Class co-managed by portfolio managers Mark Schmehl and Steve MacMillan.
Fidelity CanAm Opportunities Class is a core diversified equity strategy that seeks to invest in attractive opportunities with a focus on the Canadian and U.S. markets.
He manages Fidelity Global Innovators Class, Fidelity Canadian Growth Company Fund and Class and Fidelity Special Situations Fund and Class.
In this role, he manages the Fidelity Small Cap America Fund and Class and the Fidelity American Equity Fund and Class.

EquityZen Collaborates with Fidelity Charitable to Create Awareness of High-Impact Giving Strategies and Facilitate Donations of Private Shares

Retrieved on:

Tuesday, November 27, 2018

Corporate finance, Finance, Equity securities, Financial economics, Charitable organization, Equity, Unlock, Fidelity Investments

EquityZen aims to unlock the power of the appreciation in private capital investments as a strategic charitable funding source.

Key Points:

EquityZen aims to unlock the power of the appreciation in private capital investments as a strategic charitable funding source.
In addition to supporting important causes, private company shareholders can reduce their tax obligation through charitable giving.
Once set up, shareholders can fund this Giving Account by donating private company shares to Fidelity Charitable, subject to Fidelity Charitable's acceptance policies and procedures.
With over 5,000 private placements completed in 100+ premier private companies, EquityZen is building private markets for the public.

New Fidelity Research Finds that Most Institutional Investors are Optimistic About the Benefits of Emerging Technologies

Retrieved on:

Thursday, October 11, 2018

Economy, Finance, Money, Investment, Funds, Institutional Investor, Investor, Fidelity International, Fidelity Investments

The survey also found marked differences between institutional investors in different regions and the types of organizations they represent.

Key Points:

The survey also found marked differences between institutional investors in different regions and the types of organizations they represent.
The survey is the largest of its kind, examining what's top-of-mind for institutional investors internationally:
Assets under management in U.S. dollars.
Fidelity Institutional Asset Management conducted the Fidelity Global Institutional InvestorSurvey of institutional investors in 2018, including 905 investors in 25 countries including pensions, insurance companies and financial institutions.
Fidelity Institutional Asset Management (FIAM) is one of the largest organizations serving the U.S. institutional marketplace.

Financial Advisors and Firms Honored for Philanthropy at 12th Annual Invest in Others Awards

Retrieved on:

Friday, September 28, 2018

Finance, Economy of the United States, Investment, Fidelity International, Fidelity Investments, LPL Financial, Cetera Financial Group, Merrill Lynch, Allianz

NEWTON, Mass., Sept. 28, 2018 /PRNewswire/ -- The 12th annual Invest in Others Awards Gala was held on September 27, 2018, at the Westin Boston Waterfront in Boston, Mass.

Key Points:

NEWTON, Mass., Sept. 28, 2018 /PRNewswire/ -- The 12th annual Invest in Others Awards Gala was held on September 27, 2018, at the Westin Boston Waterfront in Boston, Mass.
Nearly 700 financial advisors and financial services executives attended the event to recognize and celebrate the charitable work of financial advisors and firms in communities across the country and around the world.
"The charitable efforts of this year's honorees stand as examples for all of us," said Megan McAuley, Executive Director & President of Invest in Others.
By category, the winners are:
Top sponsors of the event included Allianz Exchange, Cetera Financial Group, Fidelity Investments, LPL Financial, and Merrill Lynch.

Fidelity Investments Canada ULC supports access to financial advice and preserving choice for investors

Retrieved on:

Thursday, September 20, 2018

Economy, Finance, Money, Funds, Mutual fund, Canadian Securities Administrators, Canadian securities regulation, Investor, Fidelity Investments, Financial adviser

TORONTO, Sept. 20, 2018 /CNW/ -Late last week, the Canadian Securities Administrators (CSA) proposed amendments to mutual fund purchase options.Fidelity Investments Canada ULC is committed toprotecting access to financial advice and preserving choice for Canadian investors.

Key Points:

TORONTO, Sept. 20, 2018 /CNW/ -Late last week, the Canadian Securities Administrators (CSA) proposed amendments to mutual fund purchase options.Fidelity Investments Canada ULC is committed toprotecting access to financial advice and preserving choice for Canadian investors.
Millions of Canadian investors entrust us with their hard-earned savings and we take their trust and financial future very seriously.
We support options that enhance access to financial advice, preserve choice for investors and strengthen investor protection.
Fidelity Investments Canada ULC is one of Canada's top investment management firms managing a total of $136 billion in mutual fund and institutional assets.