October 22, 2016 2:47 PM 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 was founded in 1946 and is based in Boston, Massachusetts.

82 Devonshire Street

Boston, MA 02109-3605

United States

Founded in 1946





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 Investments Releases New Details on Next-Generation “Total Advisor” Technology Platform, WealthscapeSM

Fidelity Investments released new details on its next-generation “total advisor” technology platform, designed to help registered investment advisors, broker-dealers, banks and family offices digitize their businesses. WealthscapeSM will serve as the gateway to connect all fee-based, commission-based and hybrid clients to new Fidelity tools and third-party solutions, including eMoney Advisor’s wealth planning software. The total advisor platform will help simplify a complex technology landscape and help drive efficiency, transparency and growth for three types of users: Financial advisors will be able to tap into advanced analytics, automated workflow tools and an integrated suite of portfolio management solutions, all of which will be supported in the future by a multi-custodian consolidated data platform. In addition, advisors who choose to leverage eMoney Advisor’s solutions will experience the benefits of deep integrations with Fidelity’s brokerage platform, allowing them to move swiftly from collaborative planning with clients to taking action in a brokerage account on their behalf. For advisors who wish to offer a digital advice platform, they can choose from options within WealthscapeSM Digital Advice Solutions, including the Fidelity Automated Managed Platform (AMP), a planning-led digital advice solution co-developed with eMoney Advisor, or connections to other third-party digital solutions through APIs or integrations. End investors – the clients of financial advisors – have access to an engaging investor portal through eMoney. Advisors who choose to leverage eMoney Advisor’s software can offer their clients an investor experience that is deeply integrated with Fidelity’s brokerage capabilities, enabling them to organize their financial lives in one place. In Fidelity AMP, co-developed with eMoney, investors who work with advisors may be attracted to the digital interface. Home office professionals will be able to focus their teams on high-value activities through integrated workflows and tools – like data visualization – to easily digest and take action on advanced analytics.

Fidelity Investments Introduces Model CD Ladders Strategies

Fidelity Investments has introduced Model CD Ladders strategies that enable investors to build a CD ladder in three simple steps: This Smart News Release features multimedia. Fidelity’s new Model CD Ladders, showing APY for 1-Year, 2-Year and 5-Year CD Ladders and rates for each of the component rungs. Select the time frame (1, 2 or 5 years); Designate how much to invest from which Fidelity account; and review and purchase the ladder. A CD ladder can benefit investors looking to generate extra income versus what they can in a savings or checking account. In fact, the FDICreports [3] savings accounts currently earn an average national rate of 0.06% and checking accounts 0.04%, while a one- and five-year CD ladder on Fidelity.com [4] earns 0.71% and 1.21%, respectively. A ladder provides an opportunity to earn higher yields typically available on longer-term CDs while simultaneously investing in shorter-term CDs that will mature earlier.

Fidelity Investments Presents at EPRA Annual Conference, Sep-07-2016 05:15 PM

Fidelity Investments Presents at EPRA Annual Conference, Sep-07-2016 05:15 PM. Venue: Paris, France. Speakers: Steven J. Buller, Portfolio Manager.

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