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FIDELITY
Financial planning
Retirees could be more confident if advisers use more complex strategies such as an individual asset liability model as more precision would have gone into the constructi...
Financial planning
Financial advisers need to incorporate drivers of satisfaction into the advice process and portfolio construction decisions, according to a study....
Financial planning
Pre-retirees are the least happy retirement cohort because of the financial stress of approaching retirement but those with an adviser report higher life satisfaction, ac...
Funds management
Investors should not be concerned with current market volatility as there are plenty of equities with healthy balance sheets that are expected to prosper in the long-term...
Financial planning
The asset manager has launched its first separately managed account in partnership with Praemium....
People & Products
RIAA board member and former HESTA senior responsible investment adviser, Daniela Jaramillo, has been appointed to the newly-created role....
Funds management
Fidelity International has announced an introduction of the new global policies on climate change and gender diversity....
Features
As we enter a new financial year, Laura Dew explores the year that was and which asset classes performed best over the period. ...
Funds management
Fidelity believes interest rates will rise sooner than forecasts, but because of the current temporary inflation, volatility will increase and interest rates will take on...
People & Products
Ashish Kochar will replace Amit Lodha as portfolio manager of the global equities fund who has stepped down to spend more time in India with his family....
Features
The outlook for emerging markets over the next 12 months is challenging and patience is important for advisers looking to invest in the asset class, Jassmyn Goh writes....
Awards
Fidelity Global Emerging Markets has held onto the crown for the second year in the row in this year’s Money Management Fund Manager of the Year award. Winning the Global...
People & Products
Gabriel Wilson-Otto has been appointed by Fidelity International as director for sustainable investing....
Funds management
As Fidelity manager, Alex Duffy, announces his departure from the firm, what are some other top-performing emerging markets funds for investors to consider?...
Funds management
Fidelity global emerging markets fund manager, Alex Duffy, is to leave the firm at the end of May after 16 years. ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...