Tag: Fidelity Investments

Corporate Moves July 14, 2023

Fidelity Forms Bermuda Reinsurance Firm Focused on PRT

The reinsurer was set up to manage risk from the booming pension transfer and retail annuity markets.

Asset Management Culture June 21, 2023

Asset managers are eyeing thousands of workers laid off by the tech industry as asset management firms build out their own capabilities.

Research October 19, 2022

The Thinking Ahead Institute’s report found that assets at the Top 500 asset managers hit $131 trillion in assets under management in 2021.

Asset Allocation August 24, 2022

Despite rising inflation and falling markets, savings remain high among 401(k), 403(b) and IRA participants.

Asset Allocation May 11, 2022

The closer matches between old-school and new-school assets are a switch from a year ago.

March 31, 2022

With rates pointing up, Northern Trust, BlackRock, and others aim for liquidity-laden institutional clients.

Newsmakers March 21, 2022

The average plan’s value rose 8% during the year to $130,700.

Newsmakers December 7, 2021

The SECURE Act has lifted barriers and made it easier for firms to offer annuities in retirement plans.

Asset Allocation October 14, 2021

A Fidelity study also finds female investors outperformed men by 40 basis points over the past decade.

Asset Allocation May 25, 2021

Despite economic fallout from the pandemic, defined contribution plan balances remain strong.

Research March 3, 2021

Women are ‘saving more for retirement than ever before’ with record contribution rates.

Asset Allocation November 15, 2019

Almost 1 in 3 of them are heading into retirement equity-heavy, fund house finds.