Muni Separate Accounts Getting Loads of Attention From Fidelity
- Fidelity Lost 8.5% of Retail Assets in Nov. Ackermann, Matt // American Banker;12/20/2000, Vol. 165 Issue 243, p3
Reports on the decline of Fidelity Investments' assets in retail accounts in November 2000. Number of accounts added during the month; Expectations on the effects of the figures on its assets under management.
- Fidelity Cash, Investing Account . // American Banker;7/22/2002, Vol. 167 Issue 138, p5
Reports that Fidelity's institutional brokerage group has started the Asset Management Program, a cash management program. Enabling of investment professionals to offer wealthy clients a single account for both investments and daily finances; Design of brokerage access for investors looking for...
- Fidelity Ups Ante on Institutional Push. Abramovich, Giselle // Investment Management Weekly;9/19/2005, Vol. 18 Issue 35, p6
Reports on the plan of Fidelity Management Trust Co. to increase its assets by 2010. Amount of the company's assets; Total number of portfolios won by the company; Estimated amount of client mandates in the second half of 2005; Information on Pyramis, the institutional equity asset management...
- Fidelity Gets $350M Schwab Client. Hunter, Matthew // American Banker;11/6/2000, Vol. 165 Issue 213, p13
Reports that Evensky, Brown & Katz, a Florida asset management firm, is moving the assets it manages from Charles Schwab & Co. to Fidelity Investments. Reasons for the transfer; Fidelity's provision of custodial services, technological support and marketing assistance.
- Fidelity Plans Nonfund Asset Unit. Ackermann, Matt // American Banker;3/17/2005, Vol. 170 Issue 52, p9
Announces that Fidelity Investments is starting an investment unit to manage all of its non-mutual-fund assets. How the new unit of the company will break off from Fidelity Management and Research Co., the mutual fund division; Consideration of accounts that will be moved to the new unit,...
- FIDELITY INVESTMENTS INSTITUTIONAL BROKERAGE GROUP. Benzie, J. Peter // On Wall Street;Sep2002, Vol. 12 Issue 9, p98
Recommends the financial management services of Fidelity Investments Institutional Brokerage Group in the U.S. Factors which put many high-net-worth investors in very real need of financial advice; Increase in fee-based assets as of the third quarter of 2001.
- Fidelity beefing up efforts to sell mutual funds via trust departments. Kapiloff, Howard // American Banker;8/28/1995, Vol. 160 Issue 165, p1
Reports that Fidelity Investments is beefing up its efforts to market mutual funds through bank trust departments. Ability of company to provide research, administrative support and asset-allocation services needed by community banks to compete in trust business; Sale of mutual funds through...
- Fidelity offers fund of tax-free N.Y. debt. Kapiloff, Howard // American Banker;8/29/1995, Vol. 160 Issue 166, p6
Reports on Fidelity Investments' promotion of a mutual fund that invests in New York municipal bonds.
- Fidelity opening trust companies in N.Y., Texas. Fraser, Katharine // American Banker;2/18/1997, Vol. 162 Issue 32, p7
Reports on FMR Corp.'s creation of trust companies in New York and Texas to manage personal trust accounts. Fidelity Investments as primary source of clients; Executives appointed to run the trust companies; Captive audience of the new units.