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Company: Fidelity Investments Canada ULC

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Fidelity’s recent launch of two zero-fee index mutual funds highlights the revenue pressures facing traditional investment managers, report states

coin stacks with letter dice - fees

The two new index mutual funds, part of a suite of changes Fidelity is making to lower expenses, will be available Friday

  • By: Stan Choe
  • August 1, 2018 August 1, 2018
  • 12:40
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Management fees for the six funds range from 0.35% to 0.45%.

  • By: IE Staff
  • July 25, 2018 July 25, 2018
  • 12:20
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Will Danoff and Joel Tillinghast to co-manage a new core equity strategy

  • By: IE Staff
  • June 14, 2018 June 14, 2018
  • 11:59
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Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes

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The equity strategy aims to harness the successes of entrepreneurs

checking stock market data on a mobile device

Fidelity Investment Grade Total Bond Fund managed by veteran fixed income portfolio managers Jeff Moore and Michael Plage

  • By: IE Staff
  • January 24, 2018 July 25, 2018
  • 12:15

Fidelity portfolio manager Mark Schmehl has outperformed consistently

The firm has also named Patrice Quirion as portfolio manager of two mutual funds

  • By: Leah Golob
  • November 27, 2017 November 27, 2017
  • 16:40
Weak but mostly positive performance for Canadian funds in August: Morningstar

The company is also expanding its Fidelity Private Investment Program with the addition of a global balanced portfolio pooled fund designed for risk-conscious investors

  • By: IE Staff
  • November 1, 2017 November 1, 2017
  • 12:15