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Fidelity

In PWD coverage since August 18, 2026 · 16+ stories

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Edward Jones's $5,000 digital pilot makes the advisor network the product

Edward Jones is testing a $5,000 digital product that could feed its branch network, the opposite of Schwab's upmarket referral floor.

RIA · Aug 20Trust outranks fees in wealth-manager choice, TransUnion finds

RIA · Aug 20Pontera lets advisors recommend 401(k) trades without executing them

The Close · Aug 20Fidelity's rate hike turned custody into a financing war

advisers · Aug 20Pontera adds a non-discretionary route into held-away 401(k)s

RIA · Aug 19Mid-sized RIAs are now buying alternatives, iCapital's Gallagher says

active · Aug 19ETF market splits into two camps over fees

investments · Aug 19Target-date assets top $5.3 trillion as income options climb

policy · Aug 19Treasury opens Saver's Match rulemaking, sets TrumpIRA.gov course

policy · Aug 19Judge revives 3M target-date suit on Fidelity benchmark

portfolio · Aug 18Index funds reach 42% of average advisor portfolio, Fidelity says

portfolio · Aug 18Fidelity launches custom SMA advisor learning series

book · Aug 18Medicare's $50 GLP-1 bridge lands in the retirement budget

practice · Aug 18Most of the $124 trillion transfer lands with women

active · Aug 18FBCG tops $7 billion as investors pay up for stock-picking

investments · Aug 18CITs take the lead in target-date assets; income is next