Fidelity debuts turnkey model portfolios with private equity, credit and real estate exposure for RIAs and broker/dealers ...

Fidelity Investments, the world’s third-largest asset manager, reported a record year, with assets in its funds rising by ...

The firm is pairing new Envestnet-distributed portfolios with a CE-accredited curriculum as RIAs seek more scalable ways to diversify client portfolios.

Strong markets and disciplined saving lifted balances across generations, but rising withdrawals and financial stress hint at ...

Investor trading activity jumped last year, with daily average trades up 31% year over year, according to Fidelity.

The average 401 (k) balance at Fidelity climbed more than 11% to $146,400 last year. Average 403 (b) balances rose 13% to $133,500, and individual retirement account balances increased 7%, to about ...

Fidelity still employs more than 5,000 people in the city, and its global workforce topped 80,000 in 2025. The firm has put ...

The privately held financial conglomerate now oversees $18 trillion in customer accounts and investment funds.

Anyone watching the stock market’s response to world events this week may be feeling a little uncertain about their investments.

Fidelity’s analysis of more than 3,000 advised portfolios at the end of 2025 found a 72% allocation to equities and heavy use of ETFs.