The Amafore’s vice-president, Alvaro Melendez, says he expects the change to occur toward the end of July or beginning of August 2021.
Fidelity’s 11th “Millionaire Outlook Study” finds health concerns are top stressors for all investors
January 13, 2020 by
“There are a lot of stressors in life that are universal and difficult to predict, like health issues or the state of the economy," says Fidelity's David Canter.
Colombian AFPs sold equity funds and ETFs in February, despite rally in global stocks
April 23, 2019 by
The AFPs finished February with USD 16.6 billion invested in cross-border funds and ETFs, 95% of which was in equities. Many had adopted a wait-and-see posture, or were selling into rallies.
Fidelity launches international factor-based ETFs
February 12, 2018 by
“Many investors have expressed strong interest in international dividend and value factor strategies,” said Greg Friedman, head of ETF management and strategy at Fidelity.
Fidelity sees larger – but many fewer – M&A transactions among independent BDs
September 28, 2017 by
Fidelity's custody and clearing unit's report examines how M&A is providing independent broker-dealers with an avenue to address market pressures to increase size, productivity and revenue potential.
Fidelity angles for piece of the Factor ETF action
September 19, 2016 by
While commenting on the launch of six factor ETFs, Anthony Rochte, president of Fidelity's ETF-services division, noted that its USD 250 billion in ETF AUMs represents about 11% of all US-domiciled ETF assets.
Fidelity uncovers what drives millionaires to recommend their advisors
August 23, 2016 by
“We have entered a ‘referral economy’ – where we, as consumers, thrive on sharing the people and things we value with those in our social and professional networks,” says Fidelity's Bob Oros.
Fidelity: Investors bailing out of choppy markets may miss out on opportunities
May 18, 2016 by
“There is no question that the market had a volatile start to 2016, so it’s no surprise that volatility was a top concern for advisors in the first quarter,” said Scott E. Couto, president, Fidelity Institutional Asset Management.
Fidelity survey: Portfolio management and international surge as top advisor concerns
May 26, 2015 by
"Advisors are trying to leverage multiple asset classes to strike a balance between risk and reward," said Scott E. Couto, president, Fidelity Financial Advisor Solutions.
Fidelity asks: Are today’s emerging affluent investors millionaires in the making?
March 11, 2015 by
Fidelity Investments released results of its 7th Millionaire Outlook, which shows that emerging affluent investors are well positioned to attain – or even exceed – millionaire status. Most importantly, while these investors look very different than today’s millionaires, with more than two-thirds female and one-quarter non-white, they demonstrate many similar attitudes and behaviors.
