Will Danoff and Joel Tillinghast to co-manage a new core equity strategy
Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes
The equity strategy aims to harness the successes of entrepreneurs
Fidelity Investment Grade Total Bond Fund managed by veteran fixed income portfolio managers Jeff Moore and Michael Plage
Fidelity portfolio manager Mark Schmehl has outperformed consistently
The firm has also named Patrice Quirion as portfolio manager of two mutual funds
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
The firm is lowering the risk ratings on three mutual funds and raising the risk ratings on two
Adam Kramer, Ford O’Neil, Geoff Stein and David Wolf will take on some new mandates following Joanna Bewick’s and Chris Sharpe’s departures
Peter Bowen, vice president, tax and retirement research, Fidelity Investments Canada, discusses research from the 2017 Fidelity retirement survey about the impact of financial plans on clients’ lives.