News Releases from Fidelity
Fidelity Helps Families Secure Their Most Important Documents In a Virtual Safe Deposit Box
Less Than Half of Fidelity Customers Surveyed1 Know the Location of All of Their Family's Most Important Documents;
New Offering Designed to Inspire Conversations and Prepare for the Unexpected
Fidelity and Envestnet Reach $150 Billion in Managed Accounts on Advisor Platform
─ Demand for Managed Accounts Rises as Firms Increasingly Transition to More Fee-Based Business
─ New Charitable Integration for Managed Accounts Platform Enables Advisors to Provide More Comprehensive Planning Services to Clients
Fidelity(R) Sweeps Brokerage Industry Award Season with Winning Marks in Overall Value, Transparency, Innovation, and Customer Experience
Fidelity Brokerage Services Honored as Best by Barron's, Corporate Insight, Dynatrace, Investor's Business Daily and StockBrokers.com
Fidelity Clearing and Custody Solutions Announces New Collaboration with United Capital to Help Firms Drive Growth by Managing their Clients' "Moments of Truth"
─ New Fidelity® Research Finds Advisors Who Provide Planning Services Receive Higher Compensation and Manage More Assets
─ United Capital Provides Fidelity Clients Access to FinLife® Partners, New Offering Which Helps Advisors Work with Their Clients to Better Understand and Manage Their Financial Lives
Volatility and Political and Regulatory Changes Surge as Concerns, Latest Fidelity® Advisor Survey Reveals
Advisors May Create Opportunities by Helping Clients Focus on the Long Term, Reinforcing the Importance of Diversification, and Developing a Plan to Respond to Regulatory Changes
Fidelity in the News
Fidelity® Rewards Visa Signature® Card: Cash-Back Rewards that Earn Compounding Interest, Now with Visa Signature Benefits
CardRates.com – Fidelity’s newly launched Fidelity® Rewards Visa Signature® Card gets a thorough, and positive, review.
Bankrate – Fidelity's John Sweeney says to compare expected investment return with the interest rate on the debt before choosing.
Wall Street Journal – Fidelity's Tom Corra discusses the DOL Advisor Poll, which captured advisor sentiment and awareness about the pending fiduciary rule.
Wall Street Journal – 2016 Fidelity's David Canter quoted in story about mistakes advisers make with succession planning and how to avoid those mistakes.
Reuters – Fidelity's Kathy Murphy shares 4 investing tips for Millennials, such as "the power of compounding interest is key to achieving savings goals."
Kathy Murphy is the president of Fidelity Personal Investing. Follow Kathy for topics related to careers, leadership, life lessons, women & investing and family finances.
John Sweeney specializes in Personal Investing. Follow John for insights on retirement, investing strategies, wealth management, and family finances.
Jurrien Timmer specializes in Global Macro Research. Follow Jurrien for insights on markets, investing, economic indicators, and analytics.
Jeanne Thompson specializes in Workplace Investing. Follow Jeanne for insights on wealth building, savings basics, retirement planning, and women investors.
Doug Fisher specializes in Employee Benefits and Policy. Follow Doug for insights on employee retirement, health benefit programs, and public policy.
David Canter specializes in Practice Management and Consulting. Follow David for insights on how advisors can evolve and grow their businesses.
Scott Couto specializes in Institutional Asset Management Distribution. Follow Scott for insights on investing, leadership, and enhancing the client experience.
Emily Cervino specializes in Workplace Stock Plan Services. Follow Emily for insights on equity compensation, ESPPs, financial wellness, financial literacy, and saving.
The trademarks and service marks appearing herein are the property of their respective owners.