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 ...

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

While it's easy to find general advice, financial advisor firms can provide extra nuance based on your personal situation.

Fidelity GO is a robo-advisor service that recommends a diversified portfolio based on your financial goals and automatically manages it for you. It stands out for its zero fees on smaller balances ...

A former Fidelity financial advisor says the company fired him for raising concerns that Fidelity was improperly pressuring advisors and branch managers to put clients into high-fee investments. A ...

Plan sponsors are increasingly turning to advisors to help them navigate a complex retirement landscape, according to Fidelity Investments’ latest Plan Sponsor Attitudes Study. The annual survey, now ...

Fidelity Investments has released Aligning Couples and Retaining Business, a new guide to help advisors engage in effective conversations with couples approaching retirement. The guide is based upon ...

Michael Maeker had accused Fidelity of wrongly firing him for raising concerns that financial advisors were being improperly pressured to put clients in high-fee investments. Fidelity Investments and ...

For months it was a story about Fidelity Investments. Last year, the financial services company issued a public statement saying it planned to block credential-sharing applications that enable ...

As a major investment company and financial technology (fintech) platforms fight over access to client retirement accounts, some customers caught in the middle are discovering that the “K” in 401(k) ...