Fidelity Investments of Boston has filed a preliminary proxy statement
with the Securities and Exchange Commission seeking to name Abigail Johnson a trustee of the firm's Select Portfolios.
If approved by shareholders, the number of directors for the funds would grow from 12 to 14. The proxy also seeks to name William S. Stavropoulos as the other trustee. No other changes to the board's membership are recommended, according to the proxy.
Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.
Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.
The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
In the first three months of 2024, both profits and client assets reached new heights at RayJay's Private Client Group.
