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24 Jul 2022, 6:47 pm
  One does not have to take the trouble  open its pages (or scroll down a pdf on one's computer) to understand what is meant ot be conveyed in its many. . . . many. . . pages: concern, compliance, fidelity to community expectations. . . .success, or at least good faith striving. [read post]
23 Jun 2022, 8:45 am by Stephen Rosenberg
” For those of you who may have missed it, in the past several weeks, just to hit the highlights, Fidelity announced it would offer crypto investment options in 401(k) plans, the Department of Labor warned against offering crypto in 401(k) plan investment options, and investment platform provider ForUsAll sued the Department of Labor over that warning. [read post]
25 May 2022, 5:00 pm by Suzanne E. Meeker
In late April, Fidelity announced a new offering for consideration by 401(k) plan fiduciaries, an exchange-traded fund (ETF) providing exposure to digital assets. [read post]
21 May 2022, 11:11 am by Gene Takagi
If it is, may need to meet PRI requirementsIf DAF, a grant seems clearly to be a distribution, but is a loan a distribution or investment? [read post]
19 May 2022, 6:34 am
In large measure, the proxy advisors and the major asset managers, especially, BlackRock, Vanguard, State Street, Fidelity and T. [read post]
19 May 2022, 6:34 am
In large measure, the proxy advisors and the major asset managers, especially, BlackRock, Vanguard, State Street, Fidelity and T. [read post]
16 May 2022, 9:01 pm by Gurbir Grewal
And advisory clients unaware of a potential conflict may keep money invested with a firm, when, given full information, they would choose another money manager. [read post]
14 May 2022, 9:57 am by Gene Takagi
This will trigger a minimum distribution requirement (generally 5 percent of its investment assets) and a 1.39 percent tax on net investment income. [read post]
9 May 2022, 12:15 pm by Gerry W. Beyer
The Labor Department has expressed concerns about retirement security as Fidelity Investments plans to allow investors to put bitcoin into their 401(k) accounts. [read post]
9 May 2022, 12:15 pm by Gerry W. Beyer
The Labor Department has expressed concerns about retirement security as Fidelity Investments plans to allow investors to put bitcoin into their 401(k) accounts. [read post]
3 May 2022, 2:33 pm by Robert George
If, as the draft opinion of Justice Samuel Alito which was leaked yesterday suggests, five or possibly even six justices are voting to reverse Roe, they merit praise for courage and fidelity to principle. [read post]
28 Apr 2022, 8:39 am by Silver Law Group
  Melissa Gilcrease   Allstate Financial Services, LLC   Bethany Hewett   Fidelity Brokerage Services LLC   Xinwo Li   Pruco Securities, LLC   Ronald Molo   Edward Jones   Marcus Moon   NYLife Securities LLC   Robert Paterson   Truist Investment Services, Inc. [read post]
Starting in 2017, large asset managers (e.g., BlackRock, Vanguard, Fidelity, and American Funds) have started voting for climate-related shareholder proposals, contributing to increased levels of support among other shareholders. [read post]
7 Apr 2022, 4:00 am by J. Benjamin Stevens
Even if you don’t know the account balances, simply being able to tell your attorney that your husband has an investment account with Fidelity, for example, will enable the attorney to then issue a subpoena to Fidelity once the case is filed. [read post]
29 Mar 2022, 11:07 am by Tim De Chant
A new pressure campaign, called Change the Code Not the Climate, launched Tuesday, and it’s seeking to encourage bitcoin luminaries like Elon Musk, Jack Dorsey, and Abby Johnson, CEO of Fidelity Investments, to push for changes that would slash bitcoin’s energy use. [read post]
28 Mar 2022, 4:02 am by Joseph Parise
Interesting side note: Fidelity now offers a zero-fee index fund. [read post]