Fidelity Investments

Data reported by FUSE Research.

Coming up with a solution will be challenging because of U.S. sanctions.

Nov. 20: Security, ease of workflow and the ability to work across platforms are key features RIAs demand.

Following in the footsteps of Chase, Wells Fargo and others, Fidelity is launching an application programming interface to let third-party apps access customer data — as long as the customers grant permission.

Nov. 13: Planners behind the curve may lose out on productivity and quality of service offered to clients.

Emerging markets, value and small-cap funds dominate the list, but other factors need to be considered, as well.

Positioning clients to weather market volatility and potential correction has become a top concern.

The firm recently dismissed two portfolio managers due to inappropriate behavior.

Oct. 30: After experiencing two major bear markets, younger generations are demanding products that are easy to understand and offer transparency.

The funds gained an average of 13.3% a year over the past decade, which began before the financial crisis.

Oct. 23: The custodian plans to offer advisors and retail investors access to 296 commission-free ETFs.

Data reported by FUSE Research.

In price wars wars, the firm bolts ahead in the race to zero by nearly tripling its roster of commission-free funds.

The manager’s third quarter revenue topped analysts’ expectations thanks to its iShares business.

Various measures of what constitutes cash can produce different analyses. This list uses net cash positions at the largest funds.

Frequent buying and selling increases expenses and taxes — are these solid three-year returns worth it?

These investments offered better returns than the broader fixed-income world in recent years, but the risk/reward equation leans heavier on risk.

While the SEC does its due diligence into the new European rules, some of the world’s largest money managers have started to make independent decisions.

All posted positive returns over five years, but active saw the largest outflows.

Clients will flock to digital advice, but conditions favor incumbent firms, a study found.