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19 Jun 2008, 6:21 pm
 SNSFE is continuing to investigate claims brought against Fidelity and its Ultra-Short Bond Fund. [read post]
8 Mar 2019, 7:34 am by Silver Law Group
Fidelity insists that it provides full disclosure of all its fees to mutual funds to access customers. [read post]
19 Dec 2012, 7:34 am by Mark Astarita
Fidelity Investments is lowering investment minimums on 22 equity, fixed income and enhanced index funds, and slashing total net expenses on eight of its Spartan Index funds.The eight funds with reduced expenses are: Spartan 500 Index Fund, Spartan Total Market Index Fund, Spartan Emerging Markets Index Fund, Spartan Global ex U.S. [read post]
13 May 2011, 10:31 am by By SUSANNE CRAIG
Former Fidelity trader Thomas Bruderman, famous for his starring role at a 2003 Miami bachelor party that featured a dwarf, has co-founded a hedge fund, reports Reuters. [read post]
11 Oct 2009, 2:22 am
Information on How to Buy ERISA Bond Purchasing an ERISA Fidelity Bond is essentially the same as purchasing a fidelity bond for an investment advisory firm and this article is meant to serve as  guide as to cost and timing to secure one of these bonds. [read post]
8 Aug 2013, 1:13 pm by ADaigle
  Fidelity policies should cover associations in cases of embezzlement, forgery, fund transfer fraud, computer fraud, and counterfeit currency fraud. [read post]
17 Oct 2007, 2:11 am
Fidelity and Vanguard are the largest and second largest mutual funds in the country. [read post]
28 Sep 2007, 5:49 am
The changes at Fidelity, the world's biggest mutual fund company, are the first under its new president, Rodger A. [read post]
15 Oct 2018, 5:36 am by Nonprofit Blogger
Fidelity Charitable, one of the largest peddlers of Donor-Advised Funds, issued this interesting report about donor responses to 2017 federal tax changes (which increased the standard deduction, removing, for many people, the federal tax incentive to Source: Fidelity Charitable donate).... [read post]
7 Mar 2021, 4:49 am by Nonprofit Blogger
A federal district court has ruled in favor of Fidelity's donor advised fund sponsor organization ("Fidelity Charitable") in a lawsuit brought by donors upset with how the organization handled a large stock donation. [read post]
11 May 2010, 3:17 am by By DEALBOOK
Fidelity Investments, the giant mutual fund firm, has shuffled top management, expanding the duties of Abigail Johnson, daughter of its chief, and hiring a top Bank of New York Mellon executive to run its asset-management business, Reuters reported. [read post]
25 Feb 2010, 4:10 am by By DEALBOOK
Fidelity International said Thursday that it had fired two of its Hong Kong-based fund managers for what it said were ethical breaches, an embarrassment as the giant fund manager raises its exposure to Asia, The New York Times reported. [read post]
10 Nov 2016, 11:47 am by Nonprofit Blogger
This year, for the first time, the Fidelity Charitable Gift Fund was ranked first, bypassing the United Way, in private fundraising. [read post]
29 Jun 2015, 4:29 pm by D. Daxton White
If you have suffered investment losses in the mutual fund, Fidelity Advisor Gold Fund, The White Law Group may be able to help. [read post]
12 Dec 2017, 1:51 pm by Mike Inman
  Every board member, management company employee or other individual handling an association’s funds has a fiduciary responsibility to handle those funds in a way that best benefits the association, but what if they don’t? [read post]