Fidelity Managed Assets Hit $7.1 Trillion, Revenue Jumps 15%

Fidelity Investments, the world’s third-largest asset manager, reported a record year, with assets in its funds rising by more than $1 trillion and revenue jumping 15% since 2024.
planadviser.com

Could Managed Accounts Replace TDFs as Plan QDIAs?

One of the most important decisions retirement plan sponsors and advisers have to make is which qualified default investment alternative makes sense for a plan’s participants. Authorized by the ...
MarketWatch

Equity Services, Inc. Launches FMAX to Enhance Advisory Capabilities and Advisor Experience, Advancing the Firm's Next Phase of Growth

Equity Services, Inc. (ESI), an independent broker-dealer and registered investment adviser, today announced the successful launch of Fidelity Managed Account Exchange(R) (FMAX) as the new technology ...
Financial Advisor

Fidelity Expands Model Portfolio Suite

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 ...
Rutland Herald

Equity Services, Inc. Launches FMAX to Enhance Advisory Capabilities and Advisor Experience, Advancing the Firm’s Next Phase of Growth

Equity Services, Inc. (ESI), an independent broker-dealer and registered investment adviser, today announced the successful launch of Fidelity Managed Account Exchange ® (FMAX) as the new technology ...