Fidelity Investments recently announced that Portfolio Advisory Services marked its tenth anniversary in January by exceeding the $7 billion mark for assets under management. The unit provides investment management services to customers with mutual fund portfolios of $200,000 or more.

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.