financialservicesalert.com » tag » fidelity

Fidelity’s high fees result in $35 million fine


May 2, 2012 by Jake Simms

Here’s proof that companies better fight for reasonable 401(k) plan fees for employees:

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401(k) savers who stay the course win


September 6, 2011 by Jake Simms

Here’s news worth passing along to skittish clients:

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This option makes employees save more


August 23, 2011 by Jake Simms

Looking for some good investment news? Companies that offer health savings accounts (HSAs) can boost employees’ retirement savings. 

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Online investing is great (with some brokers)


May 10, 2011 by Jake Simms

Every major investment house has an online service – but only a few get high marks. 

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Some great investment news (finally!)


March 16, 2011 by Jake Simms

Good news: Employees get the importance of putting money into their 401(k) plans.

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529s offer clients a nice new advantage


January 10, 2011 by Jake Simms

Don’t forget to tell clients about another great reason to invest in a 529 college savings account:

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Even the best financial services firms flunk this test


October 13, 2010 by Jake Simms

Marketers say that name recognition is all that matters. You may disagree after seeing what investors say about the top financial services firms.

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See what readers are saying...

  • Siegel has no Clue: Really Jeremy? 25% undervalued? When have you ever said they were expensive? Maybe you should check with GMO who has ...
  • David Pickett: QE3 might balance the budget while Congress does the political theater dance, some new sort of a Greek Tragedy!...
  • ethan: I'm not sure if I'd agree with going another round, but as you stated: "Unemployment is rising. Manufacturing is down. I...
  • Mark Aras: Let's try to NOT be creative by repeating last year's use of the term "qualitative easing" when everybody already unders...
  • e j boyson: Why buy Corporates @ 4% when once can buy decent Municipals @ 5%/6%/7%?...
  • Mark Thompson: In your article, do you mean to use the word quantitative as opposed to qualitative?...







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