February 20, 2017 9:37 AM ET

Capital Markets

Company Overview of Fidelity Investments

Company Overview

Fidelity Investments is a privately owned investment manager. The firm also provides IRAs, 401(k) rollovers, annuities, discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, and life insurance services to its clients. It provides its services to individual investors, businesses, financial advisors, and institutions. The firm manages equity, fixed income, and balanced mutual funds. The firm invests in the public equity and fixed income markets across the globe. It conducts in-house research to make its investments. Fidelity Investments operates as a subsidiary of FMR LLC. Fidelity Investments was founded in 1946 and is based ...

82 Devonshire Street

Boston, MA 02109-3605

United States

Founded in 1946

Phone:

617-563-7000

Fax:

617-476-6150

Key Executives for Fidelity Investments

Chief Executive Officer,, President, and Chairman
Age: 55
President of Asset Management
Age: 56
Senior Vice President and Deputy General Counsel
Age: 50
Managing Director and Senior Marketing Investment Strategist
Head of Defined Contribution Business Development and Executive Director
Compensation as of Fiscal Year 2016.

Fidelity Investments Key Developments

Fidelity® Announces Availability of New Technology Tools Via Wealthscape

Fidelity® announced the availability of new technology tools via Wealthscape(SM), the gateway to Fidelity’s next generation total advisor technology platform, designed to help registered investment advisors, broker-dealers, banks and family offices digitize their businesses and deepen relationships with their clients. Wealthscape tools began to roll out in 2016, featuring Fidelity’s deep integrations with planning software from eMoney Advisor (eMoney), an offering that advisors continue to adopt. In addition, new capabilities from Wealthscape are coming to market, including WealthscapeSM Performance Measurement, the first offering from Wealthscape(SM) Portfolio Tools, which will be available to purchase in April, and Fidelity Automated Managed Platform (AMP), a digital advice offering co-developed with eMoney that select advisory firms will pilot in the coming weeks. As the wealth management profession continues to evolve, technology can play a critical role in helping advisors demonstrate their value beyond investment performance. Fidelity research found that eAdvisors, advisors who use twice as many technology capabilities as their peers, are succeeding in many quantifiable ways, including having more than 40% higher assets under management and nearly 25% higher compensation. They also use technology to succeed in less obvious, but equally important ways, by strengthening relationships with their clients throughout the entire client journey – from the prospecting stage to planning to ongoing communication and reporting. Wealthscape Performance Measurement, which is currently in pilot with 14 firms representing more than 290,000 accounts, will be the first solution in Wealthscape’s integrated suite of portfolio tools available to purchase. Wealthscape Performance Measurement will drive dynamic planning conversations by providing a modern, on-demand performance experience that provides time-weighted and money-weighted rates of return for accounts and households on any device in an intuitive and interactive format. Advisors can rely on superior data quality as they compare performance to industry and blended benchmarks, up to five benchmarks at a time. They can share these customizable metrics with investors online, creating deeper engagement between advisors and their clients.

Fidelity Investments Presents at Mines and Money London 2016, Dec-01-2016 12:00 PM

Fidelity Investments Presents at Mines and Money London 2016, Dec-01-2016 12:00 PM. Venue: Islington Business Design Centre, 14-22 Coleman Fields, London N1 7AD, United Kingdom. Speakers: Joe Wickwire, Portfolio Manager.

Fidelity Investments Seeks Acquisitions

Fidelity Investments seeks acquisitions. John Clougherty, head of wholesale of Fidelity Investments said, "We would never rule out acquisitions but if you look at our history we tend to home grow. Integrating companies is a very complicated thing to do. We continue to invest in fund managers and analysts."

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