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Fidelity Rides Model-Portfolio Boom as ETF Takeover Gathers Pace

Summary by Bloomberg

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up.

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Bloomberg

Fidelity Rides Model-Portfolio Boom as ETF Takeover Gathers Pace

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up.

3 days ago·United States

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tickerreport.com

Fidelity Total Bond ETF (NYSEARCA:FBND) Shares Acquired by Truist Financial Corp

Truist Financial Corp boosted its stake in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 1.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 197,860 shares of the company’s stock after purchasing an additional 3,213 shares during the quarter. Truist […]

1 day ago

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Crypto Reporter

Fidelity® Unveils New ETF Model Portfolios for Wealth Management Firms

New Target Allocation and Target Risk ETF Model Portfolios Expand Fidelity’s Robust Lineup of Portfolio Solutions Fidelity Data Highlights 9% YOY Growth in Advisors’ Portfolio Allocations to ETFs BOSTON--(BUSINESS WIRE)--Fidelity Investments® today announced the expansion of its model portfolio lineup for wealth management firms with the launch of two new all-ETF model portfolio suites. According to Fidelity’s Portfolio Construction Insights, a…

3 days ago

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