Firm launches retirement index, which measures financial preparedness for retirement
Fidelity launches retirement index
Move taken to avoid potential adverse tax consequences for shareholders
New research suggests that 80% income replacement will take the place of 70% income replacement
Also introduces new small-mid cap fund
New risk-targeted wraps offer investors access to unique sectors
More opportunities for growth outside of U.S. markets, says Tillinghast
Reynolds to continue to oversee investment management team
Renowned fund manager Alan Radlo has left Fidelity Investments Canada Ltd. after 17 years with the firm.Radlo is being replaced on his mandates by a trio of Fidelity veterans. Bob Haber, Fidelity Canada’s chief investment officer has been named portfolio manager on the Canadian equity portion of Fidelity Canadian Asset Allocation Fund; Cecilia Mo replaces […]
Loan program to be available to advisors staring in January