Business Wire

Fidelity’s Financial Wellness Score Goes beyond the Numbers, Emotions Also Play a Key Role

BOSTON--(BUSINESS WIRE)--Fidelity Investments ® today announced it has created the Fidelity Financial Wellness Score for people to measure their financial health, identify the areas where they need ...

As New Year’s Approaches, More Americans Prioritize Financial Goals, Fidelity Says.

A new study from Fidelity finds record numbers of Americans are considering financial resolutions to help with financial stress.
CT Insider on MSNOpinion

Julie Jason: Financial 'awareness' is the path to financial literacy

No matter how wealthy someone is, the process starts with awareness. Call it "financial awareness," which is the first step ...
Financial Advisor

Nationwide, Fidelity Partner For New Annuity Product

Fidelity financial professionals will have access to a new annuity product through a partnership between Nationwide and Fidelity Investments, the two firms announced. The product, the Nationwide ...
Business Wire

Fidelity’s New Financial Wellness Platform Provides 20 Million Workers with a Solution Targeted to Their Top Financial Needs

BOSTON--(BUSINESS WIRE)--Financial wellness programs continue to increase in popularity as a workplace benefit, with a recent Fidelity Investments study 1 showing that 90 percent of companies ...

Americans surge toward financial resolutions for 2026 amid household budget concerns

More Americans are planning financial resolutions for 2026, with 64% focusing on short-term savings goals amid inflation ...
American Banker

Fidelity latest financial firm to facilitate data sharing with fintechs

Fidelity Investments is joining the ranks of financial firms sharing customer account data with others through an application programming interface. The new service, called Fidelity Access, will give ...
Business Insider

Fidelity whistleblower says he was fired for raising red flags over pressure to sell pricey investments

An advisor is suing Fidelity for firing him for making whistleblower complaints. He said Fidelity pressured advisors to upsell clients by promising them stock awards. The SEC has taken steps to ...
InvestmentNews

Fidelity ramps up efforts to offer direct indexing through financial advisers

Fidelity Investments is banking on an appetite for direct indexing among financial advisers who custody client assets with the company. On Monday, the financial services conglomerate announced that it ...

The quiet success of Fidelity Investments

Despite its relatively low profile, Fidelity Investments is a sprawling beast when it comes to financial services. Last year, ...
Financial Planning

Fidelity scores big IBD win in custodian tech arms race

Fidelity has uprooted Pershing from a dual custodian arrangement to take over all clearing services and client assets for the sixth largest independent broker-dealer. Processing Content Lincoln ...

Fidelity National to Pay Investors $210 Million Over Merger (1)

Fidelity National Information Services Inc. has agreed to pay $210 million to settle investor class claims that the financial technology company misrepresented how it was integrating payment processor ...