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BusinessWeek
November 14, 2005
Aaron Pressman |
Dear Abby, What Happened? It's no longer apparent that the boss's daughter is the heir at Fidelity Investments.   |
BusinessWeek
May 7, 2007
Aaron Pressman |
Can She Fix Fidelity's Lagging Sales? Rising star Ellyn McColgan has been handed Fidelity Investments' most critical job. |
Investment Advisor
September 2007
Kathleen M. McBride |
Life After Ellyn McColgan Her sudden departure from Fidelity is a loss for advisors. McColgan's departure comes on the heels of Debby McWhinney's abrupt resignation from Charles Schwab earlier this year. |
The Motley Fool
September 28, 2007
Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Fidelity reorganizes on a massive scale... Vanguard introduces managed-payout funds... |
Investment Advisor
June 2007
James J. Green |
A Flush Fidelity Celebrates With enhanced authority, Fidelity Registered Investment Advisor Group's Ellyn McColgan leads the way. |
Registered Rep.
December 18, 2007
John Churchill |
Ellyn McColgan, Late Of Fido, Joins Morgan Stanley Ellyn McColgan, once seen as a possible successor to Ned Johnson as CEO at Fidelity Investments, has been picked to take the helm of Morgan Stanley's Global Wealth Management Group. |
Registered Rep.
August 8, 2007
Christina Mucciolo |
McColgan Abruptly Leaves Fidelity After 17 years with Fidelity, Ellyn McColgan stepped down as president of Fidelity Investments distribution and operations. |
Registered Rep.
November 1, 2004
Stan Luxenberg |
The Retiring Kind Keeping the loyalty of retirees is urgent business for fund companies. Retaining retirees is particularly crucial for Fidelity. |
BusinessWeek
June 10, 2010 |
Big Funds, Small Returns Most of the 10 biggest actively managed stock mutual funds are in the red this year. |
The Motley Fool
June 8, 2007
Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Barclays struggles to crack 401(k) market... Funds' cash stakes falling... Fidelity chasing market share... |
BusinessWeek
August 15, 2005
Aaron Pressman |
Fidelity Trolls For Bigger Fish Fidelity Investments' new Pyramis unit will grab at a larger slice of the institutional pie. |
Registered Rep.
October 1, 2005 |
Better Die Before They Get Old How many boomers are prepared for retirement? |
Registered Rep.
November 1, 2006
Kevin Burke |
Come Fly with Me Mutual fund giant Fidelity Investments has inked an agreement with American Airlines in a new marketing twist. |
The Motley Fool
April 6, 2004
Selena Maranjian |
Fidelity Chairman Challenges SEC In an editorial, Edward Johnson challenges the Securities and Exchange Commission's proposal to require all chairpersons of mutual funds to be "independent" -- meaning they'd have no stake in the fund's management company. |
BusinessWeek
October 16, 2006
Roben Farzad |
Fidelity's Divided Loyalties Fidelity Investments could be the king of shareholder rights. But do its corporate interests get in the way? |
Investment Advisor
November 2006 |
Now and Then When it comes to plowing through the complexities that are associated with retirement planning, advisors need all the help they can get. Fidelity looks ahead to dominate retirement planning now. |
Registered Rep.
October 1, 2005 |
60 Seconds with Bill Carey (Head of Fidelity's RIA group) The former president of Fidelity's institutional retirement business and a 12-year veteran of the firm talks about his plans for the advisory unit and the challenges confronting advisors. |
BusinessWeek
September 30, 2010
Charles Stein |
Indexing Helps Vanguard Top Fidelity in Fund Assets The low-cost mutual fund house founded by John Bogle passes the home of once-giant fund Magellan as investors lose faith in stockpickers. |
The Motley Fool
May 18, 2007
Amanda B. Kish |
The Foolish Weekly Fund Wrap-Up Like any large fund shop, Fidelity has some good funds and some not-so-good ones. Before you buy any Fidelity fund, be sure to examine the fund on its own merits. |
Wall Street & Technology
July 18, 2006 |
Innovative Home Page Involves Fidelity Investments' Customers in Retirement Plan Development CIO Steven Elterich drives service improvements at the financial firm by utilizing the Internet, bringing in active traders and engaging customers to find out what would benefit them the most. |
Registered Rep.
January 27, 2010
Jerry Gleeson |
Two Key Execs Depart Fidelity Why all the turnover in top brass at Fidelity? |
Investment Advisor
July 1, 2011
John Sullivan |
Catching up with... Bob Reynolds In June 2008, Bob Reynolds, the former Fidelity Investments vice chairman and COO, joined Putnam Investments. His impact was nearly immediate. |
BusinessWeek
April 18, 2005
Aaron Pressman |
The Busiest Broker On Earth Fidelity's Internet operation has turned up the pressure on Schwab and other rivals. |
BusinessWeek
October 16, 2006 |
Table: Fidelity Funds' Performance Here's a look at how the portfolios of the world's largest mutual fund company have fared against peers and the broader market. |
The Motley Fool
March 20, 2006
Alyce Lomax |
Fidelity's Amazonian Push The mutual fund provider gains prime real estate on Amazon.com. Fidelity seems to be the real beneficiary of this deal, as it fends off competition from other mutual fund providers. |
The Motley Fool
December 8, 2005
Tom Taulli |
Fidelity Soft No More Payment via soft dollars is an age-old practice on Wall Street, but its days may be numbered. In fact, this week, Fidelity indicated that it will now pay for mutual fund research from Lehman Brothers. This is good for investors. |
The Motley Fool
October 19, 2004
Shannon Zimmerman |
Fidelity's Finest Funds Here are three top fund picks and one to consider selling. |
Wall Street & Technology
February 27, 2005
Maria Santos |
Cashing In on Retirement Baby boomers will bring big business to investment management firms that focus on retirement income planning. |
The Motley Fool
July 20, 2007
Amanda B. Kish |
Fidelity Magellan Bounces Back Remember Fidelity Magellan fund in the 1990s, one of the brightest stars in the fund world? Magellan may be beginning to shine once more. |
Registered Rep.
October 22, 2009
John Churchill |
Fidelity Expands International, Forex Investment Options With U.S. long-term growth forecasts looking slim, the timing of the release is certainly no coincidence. |
Financial Advisor
October 2012
Jim McConville |
The Number: 8x Salary To Retire, Fidelity Says Ordinary American workers should aim to save at least eight times their ending salary to replace 85% of their pre-retirement income and meet basic income needs in retirement, says Fidelity Investments. |
Registered Rep.
June 1, 2005
Kristen French |
Fido Attacks! Long a distant second to Charles Schwab in the lucrative business of serving financial advisors, Fidelity is making an aggressive push to close that gap. And some advisors are taking notice. |
Wall Street & Technology
July 1, 2008
Penny Crosman |
Fidelity Hires New CIO Fidelity Investments ransacks Morgan Stanley and Merrill Lynch to fill two top IT positions. |
BusinessWeek
June 28, 2004
Amy Borrus |
Who's Right, The SEC Or Ned Johnson? The agency says independent chairmen at mutual funds are better for shareholders. |
The Motley Fool
February 24, 2011
Dan Caplinger |
Make This Move Now and Save Your Retirement 401(k)s are back -- but you have to use them wisely. |
Financial Planning
February 1, 2006
Marshall Eckblad |
401(k) Status Report Fidelity's numbers and the state of 401(k) accounts. |
Bank Systems & Technology
December 7, 2007
Maria Bruno-Britz |
Marvin Adams Leaves Citi for Fidelity Fidelity Investments named Citigroup CIO Marvin Adams president of Fidelity Shared Services. |
The Motley Fool
February 1, 2008
Rick Aristotle Munarriz |
That's Just Shameful, Fidelity The storied Fidelity Magellan mutual fund is welcoming new investors after a 10-year break. Should you buy or avoid them? |
The Motley Fool
June 13, 2008
Julie Clarenbach |
A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them. |
BusinessWeek
August 25, 2003
Gene G. Marcial |
More Faith in Fidelity As the Street worries more about hikes in interest rates, investors are fleeing rate-sensitive stocks. One such: Fidelity National Financial. The stock could face more pressure, but some pros see this as a chance to buy. |
Investment Advisor
April 2010
Robert F. Keane |
Catching Up With... A short conversation with Fidelity Client Experience Executive VP Maggie Serravalli. |
Investment Advisor
November 2007 |
News & Products Second wave of products help address the retirement income conundrum... Fidelity Investments has unveiled a group of retirement income products... etc. |
The Motley Fool
March 2, 2010
Selena Maranjian |
Up 150% in a Lost Decade All is not lost -- as long as you keep investing. Our friends at Fidelity Investments recently announced that between 1999 and 2009, employees who regularly contributed to their 401(k) accounts realized a gain of almost 150%. |
The Motley Fool
February 4, 2010
John Rosevear |
Your Path to Wealth Just Got Simpler The brokerage price war is a boon for retirement investors. |
Financial Advisor
July 2006 |
Advisor Emporium The Potomac Funds Changes "Direxion"... Fidelity Launches Value International Fund... Vanguard Offers New Retirement Funds... Support Platform For SMAs Introduced... etc. |
Investment Advisor
February 2007 |
February 2007 In response to the scandal over favors given to some Fidelity mutual fund equity traders... Morningstar Inc. named its 19th annual mutual fund managers of the year... SunGard acquired Automated Financial Systems... etc. |
The Motley Fool
December 3, 2004
Josie Raney |
Funds Prep to Play Santa It may be high shopping season, but December is often the cruelest month when buying funds. |
The Motley Fool
February 11, 2010
Dan Caplinger |
Roundtable: Will Free ETFs Change Your Life? Several top experts in personal finance weigh in with their thoughts on how you can best take advantage of changes in ETF fees. |
The Motley Fool
March 8, 2010
Amanda B. Kish |
Must-Read Mutual Fund News The latest from the fund industry: Fidelity makes some changes... Hidden risks of bond ETFs... T. Rowe Price and Oppenheimer Funds take the cake... |
BusinessWeek
October 10, 2005
Robert Barker |
A Big Deal Under The Radar As one public company today, Fidelity National trades at a multiple of 12 times the Standard & Poor's estimate of 2005 earnings. But the sum of its three parts stands a good chance of rising noticeably. |
