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The Motley Fool
April 25, 2007
Amanda B. Kish |
Fear Not, Fidelity Fundholders While the news of Fidelity's chief operating officer's retirement invites speculation regarding the new heir apparent for the firm's top spot, the more pressing question is what this move means for Fidelity's fundholders.   |
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. |
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. |
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
April 18, 2005
Aaron Pressman |
The Busiest Broker On Earth Fidelity's Internet operation has turned up the pressure on Schwab and other rivals. |
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. |
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.
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. |
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... |
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 |
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. |
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
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
October 3, 2005
Amy Barrett |
Vanguard Gets Personal Vanguard is shifting its strategy as customers demand more hand-holding |
On Wall Street
November 1, 2008
David Lubarsky |
Ellyn McColgan: Staying Cool in the Crisis After her departure from mutual fund giant Fidelity last summer, Ellyn McColgan reappeared in April as president and chief operating officer of Morgan Stanley's global wealth management group. |
Investment Advisor
June 2006 |
Upgrades At the Fidelity Brokerage Company's Executive Forum, President Ellyn McColgan said FBC is increasing overall technology spending to $950 million... A report reveals that advisors fleeing the wirehouses are primarily interested in... etc. |
Registered Rep.
January 27, 2010
Jerry Gleeson |
Two Key Execs Depart Fidelity Why all the turnover in top brass at Fidelity? |
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.
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. |
Registered Rep.
October 1, 2005 |
Better Die Before They Get Old How many boomers are prepared for retirement? |
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. |
The Motley Fool
October 19, 2004
Shannon Zimmerman |
Fidelity's Finest Funds Here are three top fund picks and one to consider selling. |
BusinessWeek
June 10, 2010 |
Big Funds, Small Returns Most of the 10 biggest actively managed stock mutual funds are in the red this year. |
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
June 2006 |
Editor's Note: What's the News? Boomers are woefully unprepared for retirement and advisors have a duty to educate consumers, though in doing so they can't frighten them into taking no action. |
Financial Planning
February 1, 2006
Marshall Eckblad |
401(k) Status Report Fidelity's numbers and the state of 401(k) accounts. |
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. |
Registered Rep.
October 1, 2012
Diana Britton |
Comings & Goings: October 2012 Fidelity Investments recently promoted Abigail Johnson... Denise Morrison has joined Securities America... Wells Fargo Advisors has named Eduardo Queen as strategy director... |
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. |
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. |
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. |
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. |
CIO
April 1, 2003
Sviokla & Wong |
CRM Is Not for Micromanagers To get value from CRM, use it to empower people -- not to keep tabs on them. |
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
May 17, 2005
Shannon Zimmerman |
Mutual Fund Price Wars The cheap get cheaper, and that's great news for fund investors. |
The Motley Fool
May 5, 2010
Dan Caplinger |
Vanguard Enters the Broker Wars The fund giant undercuts the competition and offers free ETFs. |
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. |
Registered Rep.
June 1, 2008
Stan Luxenberg |
Pay It Out Now that the Baby Boomer generation is retiring in droves, fund companies are focusing on a thorny question: How can retirees obtain reliable income from their investments? |
Financial Planning
February 1, 2011
Joel P. Bruckenstein |
The Lab As custodians battle for the hearts and minds of advisors in the years ahead, Fidelity possesses a weapon that no other firm can currently match: The Fidelity Center for Applied Technology, known as FCAT. |
Investment Advisor
March 2008
James J. Green |
Fast Growing RIAs Tied to Breakaway Brokers A new study commissioned by Fidelity Investments of the fastest growing RIA firms found that firms that grew their assets under management by more than 100% over the past three years have a lot of common factors. |
The Motley Fool
December 8, 2004
Shannon Zimmerman |
ETFs and Falling Fund Fees The pricing pressure from ETFs is good news for index investors. But don't forget the brokerage fees. |
The Motley Fool
February 3, 2010
Dan Caplinger |
The Answer You've Been Waiting For Back in November, Charles Schwab announced that it would introduce exchange-traded funds of its own. Fidelity answers Schwab with an even better deal for investors. |
Investment Advisor
March 2010
Robert F. Keane |
Changes at the Top for RIA Units at Fidelity and Schwab At a time when growth in the RIA channel has been robust to say the least, the two largest custodians have announced executive changes and restructuring of their units serving RIAs. |
Entrepreneur
May 2007
Scott Bernard Nelson |
It Adds Up New research reveals that most investors are leaving money on the table. Here's how to cash in on that sizable chunk of change. |
Financial Planning
July 1, 2012
Hennagin et al. |
Hot Topics Network hubs bring advisory business together... Fidelity introduces new bond funds... Ranks of ultra-wealthy seen growing... |
Registered Rep.
October 25, 2010
Charles Paikert |
Fidelity Targets RIAs with UHNW Clients In an effort to attract more financial advisors who have -- or would like to have -- ultra-high-net-worth clients, Fidelity Investments is offering them the same high-end services it offers to family offices. |
Financial Planning
December 1, 2007
Jeanne Lee |
Fidelity Ups Its Game The Boston behemoth is introducing new, integrated technology that promises practice management nirvana. Will it captivate -- and capture -- the RIA market? |
Financial Planning
April 1, 2008
Stacy Schultz |
Growing RIAs A new study from Fidelity Investments found that registered investment advisory firms have grown their assets under management an average of 55% over the past three years. |
