fidelity

Financial planning

Aussie market optimism outpaces APAC peers: Fidelity

Fidelity International research has revealed Australian investors are significantly more optimistic about the market outlook and feeling more comfortable than their APAC ...

Funds management

Fidelity teams up with wealth manager on SMA launch

Fidelity International has worked in tandem with Australian wealth manager Emanuel Whybourne & Loehr to launch an actively managed global equities strategy aimed at finan...

Funds management

Fidelity active ETF manager to depart

A Fidelity portfolio manager has announced he will be departing the business after almost a decade....

Financial planning

Over half of inheritors lack ongoing adviser relationship

Despite younger generations representing the largest group of potential inheritors, CoreData has discovered less than half of beneficiaries have professional advice to na...

Financial planning

Winning over the unadvised amid $3.5tn wealth wave

Lower fees and trustworthiness are the top factors enticing unadvised Australians to seek a financial adviser, according to Fidelity International, common across all gene...

Financial planning

Costs and trust deterring females from financial advice

Fidelity research has found cost is the main barrier deterring women from seeking financial advice, while 43 per cent are worried about finding someone they can trust....

Financial planning

Real estate reigns supreme among wealth inheritors

Fidelity finds next-gen investors are increasingly open to seeking financial advice to plan for an impending wealth transfer, as they mull over future investments in real...

Financial planning

Engaging the next generation in advice

When it comes to engaging younger clients, Fidelity has unpacked potential concerns of this generation when it comes to seeking advice as well as how they prefer to inter...

Funds management

Fidelity creates new leadership role in Australian team

Fidelity International has looked internally to appoint a head of strategic sales and solutions for its Australian division, which is a newly created role for the busines...

Funds management

Fidelity International Australia MD to depart

Fidelity International will see its managing director for Australia depart this month, with the firm having found a new successor internally to take on the position....

Funds management

Under the cover of Fidelity’s new active ETFs

With Fidelity International’s four new active ETFs now available to investors via the ASX, the funds’ respective portfolio managers have shed light on what each product o...

Funds management

Fidelity confirms launch of 4 active ETFs

Fidelity International has announced the launch of four active ETFs for Australian investors after confirming the delisting of one of its existing active ETFs from the AS...

Funds management

Fidelity to expand active ETF range

Fidelity Australia managing director Lawrence Hanson has announced the firm’s intention to launch several of its strategies as active ETFs....

Funds management

Magnificent Seven still offering upside after rally: Fidelity

Clients may be asking their adviser whether there is still value in the US technology names after their rally, but Fidelity International’s Lukasz de Pourbaix believes th...

Funds management

ESG comes to the fore for asset managers’ voting

The financial and sustainability impact of companies’ actions is likely to shape asset managers’ voting records as advisers seek funds for their clients who act to invest...