Fidelity Investments

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.