Fidelity Investments and Envestnet have revealed several new and upcoming upgrades to the Fidelity Managed Account Xchange (FMAX) platform. FMAX now includes tax management for model portfolios, ...

Managed account adoption has grown as employees face greater market uncertainty and employers look for ways to attract and keep top talent. New client survey data shared by Fidelity shows slightly ...

NEW YORK (Reuters) - Fidelity Investments and BlackRock Inc , already partners in the exchange-traded funds market, are teaming up once again to launch a new ETF-heavy managed account aimed at ...

The country’s largest recordkeepers are continuing to bet on managed accounts as a key tool to personalize retirement saving for plan participants. In conversations with Fidelity Investments, Empower, ...

Growing an advisory business with fewer clicks and fewer steps is the endgame to Fidelity Investments' new revamp of its Fidelity Managed Account Xchange (FMAX) platform. The Boston-based investment ...

Fidelity Institutional, the Boston-based division of Fidelity Investments, has expanded its model portfolio suite with the addition of Fidelity Target Allocation Tax-Aware Model Portfolios, which ...

Ordinary investors can soon build their own versions of indexes like the S&P 500, and for the price of a large Starbucks latte. Fidelity Investments said Tuesday that it would allow Main Street ...

Smaller and mid-sized registered investment advisor firms are the focus for two new technology offerings from Fidelity Investments. The firm’s recent research found that wealth management firms with a ...

NEW YORK, Jan 12 (Reuters) - Fidelity Investments launched its first unified managed account on Wednesday designed for its direct customers as it seeks to provide more tax-efficient investments. Sign ...

BOSTON--(BUSINESS WIRE)-- Fidelity Investments® today announced the launch of four new Environmental, Social and Governance (ESG) funds -- Fidelity Sustainable International Equity Fund (FSYRX), ...