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Showing 1 - 10 of 57 results for "Fidelity Investments"

Pinnacle distribution director exits

JAMIE WILLIAMSON  |  MONDAY, 30 AUG 2021
... first as head of retail distribution and then head of distribution. He has also previously held roles with Fidelity Investments, Professional Investment Services, Asgard Wealth Solutions and AMP. In a LinkedIn post, Dell described the decision to leave ...

Fidelity changes up global equities team

KANIKA SOOD  |  FRIDAY, 11 JUN 2021
... which is offered to Australian investors, after over a decade at the helm. He has been a fund manager at Fidelity Investments for over 17 years. Lodha previously worked at Citigroup as an anlayst and is a former KPMG senior auditor. His portfolio management ...

MAX Award winners crowned

JAMIE WILLIAMSON  |  FRIDAY, 11 JUN 2021
... talents braved the weather last night for the annual awards, some of which went to Aware Super, BetaShares, Fidelity Investments and Link Group. The coveted Executive of the Year - Distribution award went to BT head of distribution Chris Mather, while ...

Fidelity Investments to hire 1000 advisers

KARREN VERGARA  |  TUESDAY, 13 APR 2021
Fidelity Investments is in the process of hiring about 1000 licensed financial planners in the US in a bid to meet the skyrocketing demand for advice. The firm is expanding to over 20 locations across the US, including Seattle, Los Angeles, San Diego ...

Evergreen Consultants bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 12 APR 2021
... and marketing. He is a respected leader in the financial services industry, having been chief executive of Fidelity Investments Australia and having previously held senior positions at Barclays Global Investors and Rothschild Asset Management. "The appointments ...

Former Trump aide launches crypto fund

KARREN VERGARA  |  MONDAY, 18 JAN 2021
... portfolio management strategy and a bottom-up manager selection process. Fidelity Digital Assets, a subsidiary of Fidelity Investments, is the custodian of the fund, while Ernst & Young act as the auditor. Scaramucci had a short stint as the White House ...

Pension plan sued for expensive, active strategy

KARREN VERGARA  |  WEDNESDAY, 2 DEC 2020
US-based Fidelity Investments has been caught up in a class action that alleges a major pension plan exposed members to risky, expensive actively-managed investments instead of allocating to safer passive options. The complaint, filed against Coca-Cola ...

Vanguard, Fidelity, BetaShares rank low on ESG: Report

ELIZABETH MCARTHUR  |  MONDAY, 23 NOV 2020
... identified as having a low commitment to ESG included some of the largest asset managers in the world - Vanguard, Fidelity Investments, American Century, BetaShares, Dimensional, Harris Associates, Greencape, Geode and Dodge & Cox. The Vanguard Group ...

Fidelity launches one-stop-shop platform

KARREN VERGARA  |  TUESDAY, 17 NOV 2020
Fidelity Investments has launched a one-stop-shop wealth management platform that helps investment advisers streamline the advice and portfolio construction process. Fidelity Managed Account Xchange (FMAX), which launched on November 16 in the US, allows ...

Global ETF leaders push for reform

ALLY SELBY  |  FRIDAY, 5 JUN 2020
... stock exchanges in mid-May, BlackRock, Vanguard, State Street Global Advisors, Invesco, Charles Schwab and Fidelity Investments, pushed for a new taxonomy for ETPs. The "industry coalition" proposed ETPs be separated into four categories; exchange-traded ...
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