Fidelity Investments in the news

A Fidelity Investments study reveals that only 37% of older adults are highly confident in their wealth-transition plans, highlighting the importance of combining financial planning with open family communication for greater preparedness.

Fidelity Investments states that financial institutions are increasingly moving towards an onchain future with tokenization due to its benefits in market access and structural advantages.

Executives from Fidelity Investments and UBS assert that the institutional move towards tokenized assets on blockchain is unstoppable, driven by increasing demand and regulatory support.

Dividend stocks provide investors with potential for income, growth, and portfolio stability, but require careful evaluation of company fundamentals and individual financial goals.

Fidelity Investments Director Jurrien Timmer warns that the S&P 500 is in a "stealth correction" as strong earnings are offset by rising bond yields and increasing capital costs.

Army West Point and the NFF will honor the late Bob Novogratz, a 2026 NFF College Football Hall of Fame electee, with an on-campus salute presented by Fidelity Investments.

Fidelity Investments implemented a $100 million custody minimum, affecting a few hundred advisory firms who must meet the threshold by June 2027 or seek new custodians, while competitors are vying for their business.

Life Time fitness chain is opening a new ocean-front gym on Commonwealth Pier in Boston's Seaport, leased from Fidelity Investments' real estate affiliate, Pembroke, to open in 2027.

Fidelity Investments closed its second real estate debt fund with $451 million, nearly tripling the capital of its previous fund, to invest in commercial property lending.

Betterment is offering a custody fee waiver to RIAs transferring assets from Fidelity in response to Fidelity's new $100 million minimum asset requirement.

Fidelity's FYEE ETF delivered more cash on a $100,000 investment than JEPI in 2026, despite its quarterly payments shrinking, appealing to investors who can handle less frequent distributions.

The Fidelity Enhanced Small Cap Core ETF (FESM) leverages a systematic, quantitative approach to invest in small-cap companies with strong fundamentals, capitalizing on attractive valuations and AI-driven operating leverage.

Following Fidelity Investments' new $100 million minimum for advisors, competitors such as Betterment, Axos Advisor Services, Altruist, and Schwab are actively recruiting the affected smaller RIA firms.

Fidelity Investments is shedding sub-$100 million RIAs, creating an opportunity for custodians like Schwab, Altruist, and Apex to attract these smaller advisory firms.

A Fidelity bond fund now supports a blockchain-based investment vault, while a sentiment analysis tool evaluates document language and disclosures.

Plume launched an onchain fixed income vault backed by Fidelity's Total Bond ETF, aiming to diversify tokenized assets beyond short-duration government securities.

Plume launched a tokenized vault, nBND, backed by Fidelity's bond ETF, moving onchain fixed income into credit and duration.

Fidelity is imposing a $100 million asset minimum for RIAs on its custody platform, driven by profitability concerns with smaller clients and a desire to manage exposure to long-short separately managed accounts.

Fidelity's Q2 2026 retirement analysis reveals record 401(k) balances and millionaires, emphasizing that consistent saving through market volatility leads to significant growth.

Fidelity Investments Canada launched its new Fidelity Global Quant Equity ETF (TSX: FGQE) with a market-closing ceremony at the Toronto Stock Exchange.