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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
As Cetera Reorgs, the Platform Remains Unchanged and an Ex-Fundster Departs
The chief of the indie B-D network is making big changes...
MutualFundWire.com - Friday, February 16, 2018
Week In Preview, February 5-11
Joel Bruckenstein, MMI, and Pageant are all hosting events this week...
MutualFundWire.com - Monday, February 05, 2018
Who Paralyzed the Anti Money Fund Reform Bill?
After sailing through committee and racking up bipartisan support from dozens of cosponsors, a proposal that would bring back $1 NAVs seems to have stalled...
MutualFundWire.com - Friday, February 02, 2018 - Reader Rating: 5
Week In Preview, January 29-February 4
DAI Partners, the Expect Miracles Foundation, FSI, and TD Ameritrade are all hosting events this week...
MutualFundWire.com - Monday, January 29, 2018
SSgA Had a Great December
M* releases its monthly fund flows report...
MutualFundWire.com - Thursday, January 25, 2018
And the 2017 Fund Manager of the Year Winners Are ...
Causeway, Fidelity, PGIM, and T. Rowe win big with a certain investment research giant in Chi-Town...
MutualFundWire.com - Wednesday, January 24, 2018 Views
Week In Preview, January 22-28
informa, the MFDF, and Tiburon are all hosting events this week...
MutualFundWire.com - Monday, January 22, 2018
Week In Preview January 16-21
BofA Merrill, CFA Society New York, Crane Data, FIASI, informa, the Investments & Wealth Institute, KraneShares, and SSgA are all hosting events this week...
MutualFundWire.com - Tuesday, January 16, 2018
T. Rowe, Fido, and Pimco Lead This Awards Race
A research giant highlights the PMs behind 16 funds from 15 firms. Which four funds' PMs will win?..
MutualFundWire.com - Friday, January 12, 2018
The Fidelity Johnsons Still Hold Four Spots Here
The mutual fund industry's East Coast Johnsons continue to dominate this top ten list...
MutualFundWire.com - Thursday, January 11, 2018
Not Every Fund's Fee Can Be Below Average
Does all this talk about low-cost mutual fund fees ever make you think of the fictional Lake Wobegon?..
MutualFundWire.com - Tuesday, January 09, 2018
Morrison Evaluates Next Leadership Steps For Fido's Stockpickers
The chief of the Boston Behemoth's equity division is reportedly shifting over to the personal investing division...
MutualFundWire.com - Thursday, January 04, 2018
2017's Most Popular MFWire Stories
Here are our most read stories of the year...
MutualFundWire.com - Friday, December 29, 2017
Yes, RIAs Are Fueling the Discount Broker Boom
The WSJ ponders the importance of independent RIAs to the growth of Schwab and TD, yet largely ignores their two biggest competitors...
MutualFundWire.com - Friday, December 15, 2017
Nevermind Passive. Are Tech Giants Coming For Your Biz?
Time for fundsters, like people in countless other industries, to again freak out about the possibility that titans like Alphabet, Amazon, Apple, or Facebook might try to dive into asset and wealth management...
MutualFundWire.com - Thursday, December 14, 2017
Week In Preview, December 4-10
The AAII, Highland, the ICI, informa, the Investments & Wealth Institute, MarketCounsel, Natixis, and the SEC are all holding events this week...
MutualFundWire.com - Monday, December 04, 2017
RIAs Dodge the Boston Behemoth's Web Woes
Fidelity suffered an online and app outage yesterday, yet systems are back online and the advisors it custodies for were reportedly unaffected...
MutualFundWire.com - Thursday, November 30, 2017
Guggenheim Rocks October as Two Titans Keep Gobbling
Two firms continue to dominate net inflows for mutual funds and ETFs, yet they weren't the only ones who had a big month...
MutualFundWire.com - Monday, November 27, 2017 Views
Alexa, Why Don't Fundsters Love You?
The asset and wealth management industry seems to be largely missing out on Amazon's popular "intelligent personal assistant."..
MutualFundWire.com - Friday, November 24, 2017
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 Views
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 Views - 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 Views
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 Views
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 Views
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 Views
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 Views
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 Views
Filings For Fundsters - September 11, 2017
The latest mutual fund industry filings .....
MutualFundWire.com - Monday, September 11, 2017 Views
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 Views
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 Views
Filings For Fundsters - August 31, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Thursday, August 31, 2017 Views
Filings For Fundsters - August 25, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, August 25, 2017 Views
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 Views
Filings for Fundsters - July 31, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Monday, July 31, 2017 Views
Filings for Fundsters - July 24, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Monday, July 24, 2017 Views
New Fund Fuss - July 21, 2017
The latest news on funds!..
MutualFundWire.com - Friday, July 21, 2017 Views
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 Views
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 Views - 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 Views
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 Views
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 Views
The New Fund Fuss - June 1, 2017
The latest news on funds! ..
MutualFundWire.com - Thursday, June 01, 2017 Views
Filings for Fundsters - May 31, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Wednesday, May 31, 2017 Views
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 Views
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 Views
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 Views
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 Views
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
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