Fidelity Investments

Advisors report what they love — and hate — about tech at companies holding client assets.

Beyond U.S. equities, the power balance tilted broadly to index funds in 2018.

The fund company has added more than $50 billion this year, mostly from inflows.

Executives are focused on fresh products, emerging technology and the increasing prominence of ESG.

Health category funds dominated the list, making up for well over half of the group’s assets.

About 30% of fund manager appointments in the firm’s equity unit have gone to women in 2018, the most in five years.

Recently, higher interest rates and stock market volatility have undermined gains.

Clients are willing to pay more for tax advice, but they’re still not getting it.

Factors including low interest rates may have contributed to success.

Those with outflows cost clients more than twice as much.

The new platform will support bitcoin and Ether early next year and offer over-the-counter trade execution and order routing.

Nuveen has pared allocations to non-U.S. developed market equities, while JPMorgan is dialing back global stocks positions in favor of U.S. shares.

The business of supporting charitable giving has never been so profitable.

The asset manager and custodial giant found positive correlations in several metrics for companies that focus on inclusion.

Advanced analytics is helping generate alpha, experts say.

The firm’s decision to launch a series of no-fee mutual funds had a simple rationale

The firm gathered nearly $1 billion since creating the industry’s first free index mutual funds in early August.

The Fidelity Zero Total Market Index Fund attracted $753.5 million through Aug. 31, while the Fidelity Zero International Index Fund gathered $234.2 million, according to Fidelity’s website.

To fill the gap, they are looking at the existing debt market with fresh eyes, tapping into potentially overlooked asset classes.

That’s the sum companies are expected to bring onshore due to the Trump administration’s tax overhaul.