Business Wire

Fidelity® Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

BOSTON--(BUSINESS WIRE)--Fidelity Institutional®, the division of Fidelity Investments® dedicated to providing technology, solutions, and insights to wealth management firms and institutions, today ...
Financial Advisor

Fidelity Expands Model Portfolio Suite

Fidelity Institutional, the Boston-based division of Fidelity Investments, has expanded its model portfolio suite with the addition of Fidelity Target Allocation Tax-Aware Model Portfolios, which ...
Financial Advisor

Fidelity Rides Model-Portfolio Boom As ETF Takeover Gathers Pace

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up. The ...
Traders Magazine

Fidelity Introduces Custom Model Portfolios With Exposure To Private Markets

Part of Fidelity’s Robust Lineup of Portfolio Solutions for Wealth Management Firms, New Model Portfolio Capabilities Allow Exposure to Private Markets BOSTON, June 18, 2025 – Fidelity Investments® ...
Rutland Herald

Fidelity® Expands Alternative Investment Resources for Wealth Management Firms With New Model Portfolios and Education Program

Fidelity Investments ® today announced two new suites of turnkey model portfolios and an expanded set of educational resources to better support wealth management firms as they seek to understand and ...
Barron's

Fidelity Adds Alternative Investments to Model Portfolios for Advisors

The company says it is making it easier and more efficient for advisors to provide clients exposure to alternative investments through its custom model portfolios. Fidelity Investments is adding ...