VIDEOS & PODCASTS VIDEOS & PODCASTS

Learn More about Managed Accounts

Participants need different kinds of help but a common challenge they face is investing appropriately for their goals. Learn how Fidelity’s managed accounts help deliver objective advice and a personalized and integrated experience.

Income Oriented Investing Podcast Income Oriented Investing Podcast

Accurately forecasting payout ratio growth and dividend growth has historically been a successful approach, generating both strong relative returns and a high frequency of success.

Fidelity Freedom® Funds Update

Peter Walsh, Institutional Portfolio Manager of the Fidelity Freedom® Funds, provides an overview of the Freedom Funds investment process and reviews recent Freedom Funds performance.

Fidelity Global Bond Fund Video Fidelity Global Bond Fund Video

Jamie Stuttard discusses the opportunities in the global bond markets.
Keep your clients on top of industry trends

NEWS AND UPDATES >>

Significant Growth in Fidelity’s Workplace Managed Account Business

Enrolled participants grew by 57 percent while managed assets increased by 50 percent. Read about these latest trends and find out why so many sponsors and participants are turning to Fidelity® Portfolio Advisory Services at Work. More

REGULATORY AND LEGISLATIVE UPDATES >>

Washington Watch

Fidelity’s Doug Fisher checks the pulse of the changing retirement policy landscape. In the latest Washington Watch, Doug reviews “Four Factors Changing the Face of Retirement Security.” More

FIDELITY PERSPECTIVES >>

HSAs 101: What You Need to Know about HSAs and HDHPs

Although many organizations now offer high deductible health plans (HDHPs) paired with health savings accounts (HSAs), many Americans are still unfamiliar with them. But if your clients' employees are not taking advantage of these vehicles, they may be missing an opportunity. More

NEWS AND UPDATES >>

Fidelity Small Cap Value Fund Close

Fidelity Investments® to close Fidelity Small Cap Value Fund (retail and advisor share classes) to new accounts More

NEWS AND UPDATES >>

Fidelity Small Cap Discovery Fund Close

Fidelity Investments® to close Fidelity Small Cap Discovery Fund to new accounts More