Colombian AFPs sold equity funds and ETFs in February, despite rally in global stocks

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.

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Fidelity launches international factor-based ETFs

“Many investors have expressed strong interest in international dividend and value factor strategies,” said Greg Friedman, head of ETF management and strategy at Fidelity.

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Fidelity sees larger – but many fewer – M&A transactions among independent BDs

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.

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Fidelity angles for piece of the Factor ETF action

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.

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Fidelity uncovers what drives millionaires to recommend their advisors

“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.

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Fidelity: Investors bailing out of choppy markets may miss out on opportunities

“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.

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Fidelity survey: Portfolio management and international surge as top advisor concerns

"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.

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Fidelity asks: Are today’s emerging affluent investors millionaires in the making?

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.

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Cristóbal Monje, ex BlackRock exec, joins Fidelity in Chile

Monje is one of the first hires following Fidelity's touchdown in Santiago, from where it will be seeking to widen the scope of its institutional business in the region.

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Fidelity shifts executive from Brazil to Chile, looks to grow in Andean region

Pablo Anabitarte (photo) said Fidelity will continue to work with Econsult in Chile and Peru, while the rest of the region will be served directly by Fidelity from the Santiago office, possibly with local partnerships in some countries.

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