Tag: Fidelity
Pave Finance integrates with Fidelity to automate RIA workflows
Pave Finance, a next-generation wealth management platform, has announced a new integration with Fidelity, one of the world’s largest registered investment advisory custodians and...
How retail traders drive record options volumes
Retail investors are rapidly transforming options markets once dominated by institutions. According to the Options Clearing Corporation’s 2024 Annual Report, traders executed more than...
Understanding the difference between custodian and depository
Many use the terms custodian and depository interchangeably, but in practice they serve distinct roles. The depository holds legal ownership of assets, while custodians...
Fidelity bolsters sustainability team with Phil Cliff and Aaron Hay
Fidelity International, a leading investment management firm, has expanded its sustainability team with two noteworthy hires.
Fidelity rolls out two Article 9 funds amid sustainable investment surge
Fidelity has expanded its investment line-up with the introduction of two new funds classified as Article 9 under the EU's SFDR.
Fidelity Investments has launched a new digital asset management company
Fidelity Investments has launched a new company focused on custody and trade execution services for digital assets.
Compass pulls in $400m in Series F round
Compass, a PropTech platform designed to ease buying and selling, has secured $400m in its Series F round.
InsurTech platform Oscar Health closes $165m investment
Online health insurance platform Oscar Health has closed a $165m funding round to accelerate its expansion.








