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Fidelity Management & Research Co. (FMR) [view profile ]
82 Devonshire St  Boston  MA  02109   ph: 617-563-7000 

http://www.fidelity.com  -  SEC Filings
Fund Profiles
News Stories Archives - Since 1998
An Irish Charity Gathers Fundsters to Honor a Star PM
A famed retired fundster was the headline honoree at a Beantown party last week...
MutualFundWire.com - Tuesday, November 21, 2017
A Retired Fidelity Ops Vet Dies at 73
A Massachusetts native who worked at the Boston Behemoth for a decade passed away earlier this month...
MutualFundWire.com - Friday, November 17, 2017 Views
Week In Preview, 11/13 - 11/19
This week the Charles Schwab, Investments & Wealth Institute, Osney, and T. Rowe Price teams will host events...
MutualFundWire.com - Monday, November 13, 2017
Fitzpatrick Extends NICSA's Reach
With help from a key new hire, the trade group's chief is looking broaden NICSA's appeal beyond its traditional base of mutual fund industry operations executives...
MutualFundWire.com - Thursday, November 09, 2017
O'Hanley Rises and Passes the SSgA Reins
Another Fidelity alumnus is taking over SSgA as O'Hanley takes over all of State Street...
MutualFundWire.com - Tuesday, November 07, 2017
The Curse of Common Names
In the age of Google and social media, it's become harder to hide if you have a unique name. Yet it's also become easier to get mistaken for someone else if you have a common name, as an FA in the Midwest discovered this week...
MutualFundWire.com - Thursday, November 02, 2017
Reynolds Puts a Putnam Veteran In Charge of a Sister Shop
Great-West Investments gains a new leader after David Musto's departure. Meanwhile, a familiar face is taking a over key piece of Putnam...
MutualFundWire.com - Monday, October 30, 2017 Views
How a No-Load Giant Is Making a Push With Advisors
InvestmentNews digs into the shift being made by a well-known, publicly-traded asset manager...
MutualFundWire.com - Wednesday, October 25, 2017
Week In Preview - October 23-29
DST kasina, Eaton Vance, FIASI, IDC, Informa, MFEA, M*, and Opal Group are all hosting events this week...
MutualFundWire.com - Monday, October 23, 2017
At $16B, the Richest Fundster Is ...
Forbes releases its latest "Forbes 400" list, which includes a number of fundsters and fundster-adjacent billionaires...
MutualFundWire.com - Wednesday, October 18, 2017 - Reader Rating: 5
Week In Preview, October 16-22
Fall conference season continues this week...
MutualFundWire.com - Monday, October 16, 2017
Follow the Fundsters - October 12, 2017
Keep track of the latest people moves in the mutual fund business...
MutualFundWire.com - Thursday, October 12, 2017
Week In Preview, October 2-8
Managed accounts execs gather in Chitown while fundsters converge on Beantown and KPAs meet outside LA...
MutualFundWire.com - Monday, October 02, 2017
A Fido IPO? No!
Abby Johnson grants a rare video interview and confirms that the Boston Behemoth is just fine staying private, thanks...
MutualFundWire.com - Friday, September 29, 2017
Five Powerful Female Fundsters
American Banker recognizes the 25 most powerful women in finance, including some familiar faces in asset and wealth management...
MutualFundWire.com - Tuesday, September 26, 2017
Week In Preview, September 25-October 1
eMoney Advisor, FIASI, Fund Intelligence, the ICI, informa, LPL, NAGDCA, the PSCA, and WiPN are all hosting events this week...
MutualFundWire.com - Monday, September 25, 2017
Fortune Recognizes the Power of Abby and Two Other Fundsters
The publication releases its 2017 list of the 50 most powerful women in business, and fundsters are on the rise...
MutualFundWire.com - Friday, September 22, 2017
When It Comes to the Fantastic, Cap Group and Vanguard Dominate
M* recognizes 43 exceptional mutual funds, and more than half of them come from just two giants...
MutualFundWire.com - Tuesday, September 19, 2017
What Advisors Want - Jeff Fishman
An FA to the behind-the-camera folks in Hollywood talks about how asset managers can best work with his firm...
MutualFundWire.com - Friday, September 15, 2017
These Female Fundsters Are Worth Watching
A magazine honors 121 women executives, including some in asset and wealth management...
MutualFundWire.com - Wednesday, September 13, 2017
Filings For Fundsters - September 11, 2017
The latest mutual fund industry filings .....
MutualFundWire.com - Monday, September 11, 2017
Week In Preview, September 11-17
A 401(k) conference gets delayed as Irma batters Florida and Houston recovers from Harvey...
MutualFundWire.com - Monday, September 11, 2017
Why Did Fidelity Come to Rhode Island? Because a Famous Bulldog Backed Down
The death of a high-profile Ocean State power player brings up a two-decade-old story about how Ned Johnson ended up bringing the Boston Behemoth to another state...
MutualFundWire.com - Thursday, September 07, 2017
Filings For Fundsters - August 31, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Thursday, August 31, 2017
Filings For Fundsters - August 25, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, August 25, 2017
Filings for Fundsters - August 7, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Monday, August 07, 2017
Filings for Fundsters - August 4, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, August 04, 2017
Filings for Fundsters - July 31, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Monday, July 31, 2017
Filings for Fundsters - July 24, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Monday, July 24, 2017
New Fund Fuss - July 21, 2017
The latest news on funds!..
MutualFundWire.com - Friday, July 21, 2017
A 2,100-Advisor B-D Will Trim Half of Its Fund Lineup
An independent broker-dealer becomes the latest to catch rationalization fever...
MutualFundWire.com - Thursday, July 20, 2017 Views - Reader Rating: 4
Should Fundsters Sweat Fidelity's Rationalization-Lite?
New MFWire research sheds light on how the industry is reacting to big changes at the RIA custodian and broker-dealer clearing giant...
MutualFundWire.com - Thursday, July 20, 2017 Views
T. Rowe Expands NTF Distro Through a Key Platform
The Baltimore-based mutual fund shop adds its Investor Class shares to a mutual fund supermarket...
MutualFundWire.com - Tuesday, July 18, 2017 Views
Follow the Fundsters - July 18, 2017
The latest hires, fires, and more!..
MutualFundWire.com - Tuesday, July 18, 2017
The $4.4T Man Exits As the Good Times Keep Rolling
Over the past nine years, under Bill McNabb's leadership, Vanguard has more than tripled in size and become the "most dominant fund company in history."..
MutualFundWire.com - Friday, July 14, 2017 - Reader Rating: 4
20 Fund Firms Team Up With LPL For a New Mini-Mart
The Mutual Fund Only platform will be available to LPL advisors and institutions in early 2018.....
MutualFundWire.com - Thursday, July 13, 2017 Views
Filings for Fundsters - July 12, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Wednesday, July 12, 2017
Layoffs After Voluntary Buyouts? More Fido Rumors Swirl
The Boston Behemoth reportedly cuts hundreds of jobs, less than two weeks after more than 1,500 employees accepted a voluntary buyout offer...
MutualFundWire.com - Wednesday, July 12, 2017 Views
Filings for Fundsters - July 7, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, July 07, 2017
Three Percent of Fidelity Employees Say Goodbye
More than 1,500 people reportedly took the Boston Behemoth's buyout package offer for older, longer-tenured employees. Most of those who accepted left by the week before Independence Day...
MutualFundWire.com - Wednesday, July 05, 2017 Views
A Key FundsNetwork Exec Retires
There is no word yet on how the platform exec's duties will be handled...
MutualFundWire.com - Friday, June 30, 2017 Views
Week In Preview, June 19-25
A host of industry events will bring fundsters and FAs to Gotham this week...
MutualFundWire.com - Monday, June 19, 2017
The New Fund Fuss - June 15, 2017
The latest news on funds!..
MutualFundWire.com - Thursday, June 15, 2017
Fido Pitches Simplification Via New Retirement Friendly Funds
This new fund suite aims to help millions of retirement-age baby boomers...
MutualFundWire.com - Monday, June 12, 2017
Will an ICI-Adjacent SEC Vet Replace Grim?
Jay Clayton has reportedly picked a new chief for the regulatory agency's division of investment management. And the last name should ring some bells for fundsters...
MutualFundWire.com - Thursday, June 08, 2017 Views
Filings for Fundsters - June 7, 2017
A compilation of the latest SEC filings...
MutualFundWire.com - Wednesday, June 07, 2017 Views
Filings for Fundsters - June 2, 2017
A compilation of the latest SEC filings! ..
MutualFundWire.com - Friday, June 02, 2017
The New Fund Fuss - June 1, 2017
The latest news on funds! ..
MutualFundWire.com - Thursday, June 01, 2017
Filings for Fundsters - May 31, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Wednesday, May 31, 2017
Week In Preview, May 30-June 4
Advisors in Sin City, fixed income folk in Gotham, and 401(k) recordkeepers outside our nation's capital...
MutualFundWire.com - Tuesday, May 30, 2017 Views
The New Fund Fuss - May 25, 2017
The latest news on funds!..
MutualFundWire.com - Thursday, May 25, 2017 Views
Filings for Fundsters - May 22, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Monday, May 22, 2017
Langlois Joins a Fidelity Subsidiary
The Fidelity exec left early this month. ..
MutualFundWire.com - Thursday, May 18, 2017 Views
Schwab and Guggenheim Had a Huge April, and BlackRock Nudges Past Vanguard
M* releases its latest monthly fund flows report...
MutualFundWire.com - Wednesday, May 17, 2017 Views
The New Fund Fuss - May 17, 2017
The latest news on funds!..
MutualFundWire.com - Wednesday, May 17, 2017
These Fund Firms and B-Ds Are Seen as Great Employers
A host of familiar names land on new lists of the best midsize and large companies to work for in the U.S...
MutualFundWire.com - Tuesday, May 16, 2017 Views
Follow the Fundsters - May 9, 2017
Hires, fires, and the like!..
MutualFundWire.com - Friday, May 05, 2017 Views
ICI GMM 2017 Wrap Up
After two days of sessions and networking, the mutual fund industry trade group's flagship Washington, D.C. conference will wind down this morning after a regulatory discussion from the chief and more...
MutualFundWire.com - Friday, May 05, 2017 Views
An ESG Guru Builds a Putnam Team
Equity CIO Aaron Cooper makes a second big team change in as many months...
MutualFundWire.com - Wednesday, May 03, 2017 Views
Week In Preview: ICI GMM and More
Paul Schott Stevens and his team are bringing fundsters back to D.C. this week. AIMSE, Envestnet, Gerstein Fisher, IMCA, and the PSCA are also holding events...
MutualFundWire.com - Monday, May 01, 2017 Views
TD Ameritrade Makes a Strategic Deal With DFA
The RIA custodian dramatically cuts the price of trading shares of one mutual fund shop...
MutualFundWire.com - Thursday, April 27, 2017 Views
Filings for Fundsters - April 26, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Wednesday, April 26, 2017 Views
Dunham Swaps Subadvisors, But Sticks to Pay-for-Performance Fees
San-Diego based subadvised shop, Dunham & Associates, just replaced the subadvisor for its largest fund...
MutualFundWire.com - Tuesday, April 25, 2017
Morrison Expects Even More Big Mergers, and Fidelity Might Be a Buyer?!?!
The Boston Behemoth's asset management chief talks to the FT, predicting an acceleration of M&A in the biz...
MutualFundWire.com - Thursday, April 20, 2017 Views
The New Fund Fuss - April 13, 2017
The latest news on funds!..
MutualFundWire.com - Thursday, April 13, 2017
Fido Sets Its Sights on Blockchain
Fidelity Investments is the first financial services firm to join the Initiative for CryptoCurrencies & Contracts...
MutualFundWire.com - Thursday, April 13, 2017 Views
A Beantown Shop Builds Advisor Distro
LMCG Investments just hired a managing director of national accounts...
MutualFundWire.com - Wednesday, April 12, 2017 Views
Follow the Fundsters - April 10, 2017
Hires, fires, and the like! ..
MutualFundWire.com - Monday, April 10, 2017 Views
A TAMP Dives into the Fund Biz
The Berwyn, PA-based TAMP has launched its first suite of funds...
MutualFundWire.com - Monday, April 10, 2017 Views
Filings for Fundsters - April 7, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, April 07, 2017 Views
Previewing Tiburon and More in NYC, NICSA in Beantown
Chip Roame, Jim Fitzpatrick, and more will gather fundsters for events this week...
MutualFundWire.com - Monday, April 03, 2017 Views
SSgA's SHE Sweeps
About 240 fundsters and fundster allies gathered on the Hudson River last night for an annual awards show...
MutualFundWire.com - Friday, March 31, 2017 Views
Familiar Faces Dominate Most Trusted Fund Brands
The list of advisors' most trusted firms comes as no surprise...
MutualFundWire.com - Wednesday, March 29, 2017 Views
Follow the Fundsters - March 28, 2017
Hires, fires, and the like! ..
MutualFundWire.com - Tuesday, March 28, 2017 Views
Filings for Fundsters - March 24, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, March 24, 2017 Views
Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
99 mutual fund shops win at an industry awards show in the Big Apple, and most won multiple awards...
MutualFundWire.com - Friday, March 24, 2017 Views - Reader Rating: 3
The Richest Fundsters, 2017 Edition
Forbes updates its list of the world's billionaires. At least 10 U.S. fundsters, and several fundster-adjacent folks, make the cut...
MutualFundWire.com - Tuesday, March 21, 2017 Views
Filings for Fundsters - March 20, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Monday, March 20, 2017 Views
Follow the Fundsters - March 15, 2017
Hires, fires, and the like!..
MutualFundWire.com - Wednesday, March 15, 2017 Views
Fund Rationalization Fever Spreads Beyond the Wires
Watch for smaller B-Ds to make some tough lineup choices, too, even as fiduciary reg limbo continues...
MutualFundWire.com - Thursday, March 09, 2017 Views
Follow the Fundsters - March 7, 2017
Hires, fires, and the like!..
MutualFundWire.com - Tuesday, March 07, 2017 Views
An Asset Management Titan Trims Bonuses
News of the move comes a day after another giant made its first-ever broad, voluntary buyout offer to its employees...
MutualFundWire.com - Thursday, March 02, 2017 Views
Four Managers Leave Allianz's Retail Team
The departures from two channels at the multinational asset manager's U.S. arm...
MutualFundWire.com - Wednesday, March 01, 2017 Views
Trump Asks a Fido Vet For Advice
The exec is also an alumnus of SIFMA and a former Congressional staffer...
MutualFundWire.com - Wednesday, March 01, 2017 Views
Follow the Fundsters - February 28, 2017
Hirings, firings and the like!..
MutualFundWire.com - Tuesday, February 28, 2017 Views
Fidelity Makes Its Employees an Offer
Word in the industry is that the Boston Behemoth is dangling a very generous carrot in front of many of its staff...
MutualFundWire.com - Monday, February 27, 2017 Views - Reader Rating: 3
Clancy Searches for a Second-in-Command
After Scott Stevens left Fidelity last month, there's an open role at the platform...
MutualFundWire.com - Wednesday, February 22, 2017 Views
Filings for Fundsters - February 22, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Wednesday, February 22, 2017 Views
FCCS Brings in Over $100 Billion Again
The clearing and custody arm of the Boston Behemoth posted $1.67 trillion in client assets and over $100 billion in net flows for the third year in a row...
MutualFundWire.com - Tuesday, February 21, 2017 Views
TIAA and Passive Players Won January
M* releases estimated mutual fund flows data for last month...
MutualFundWire.com - Tuesday, February 21, 2017 Views
Institutional Shares Now Utterly Dominate This NTF Platform
Two and a half years into a big push, an RIA custodian has seen flows completely transform...
MutualFundWire.com - Friday, February 17, 2017 Views - Reader Rating: 5
Fidelity Dishes Out a Serving of Rationalization-Lite
Fidelity streamlines its third-party fund offerings...
MutualFundWire.com - Thursday, February 16, 2017 Views
A Deep Dive Into Fidelity's New Platform
MFWire reveals pricing and possible participants for the new "iNTF program". More than 30 firms and 1,100 CUSIPs are already available, and Carolyn Clancy says they're looking to add even more...
MutualFundWire.com - Wednesday, February 15, 2017 Views
A Beantown Shop's N. America Distro Chief Departs
An 11-year company veteran is moving on from the firm...
MutualFundWire.com - Friday, February 10, 2017 Views - Reader Rating: 1
Filings for Fundsters - February 10, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, February 10, 2017 Views
Hailer Passes the Baton at Natixis
The multinational asset manager has new chiefs on both sides of the pond...
MutualFundWire.com - Thursday, February 09, 2017 Views
Follow the Fundsters - February 7, 2017
Hirings, firings and the like!..
MutualFundWire.com - Tuesday, February 07, 2017 Views
A Fidelity Platform Exec Heads to Voya
The vice president of Fidelity FundsNetwork has left for Voya...
MutualFundWire.com - Friday, February 03, 2017 Views
An RIA Custodial Giant Creates a "Have Your Cake and Eat It, Too" Fund Platform
Word on the asset management street is that one of the big three RIA custodians has created a new investment platform that combines institutional and NTF properties...
MutualFundWire.com - Thursday, February 02, 2017 Views
Dodge & Cox, Fido, Harris, and T. Rowe Win Big
M* reveals the winners of its four manager of the year awards for 2016...
MutualFundWire.com - Wednesday, January 25, 2017 Views
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