![]() The study found that, on average, the three online bond brokers were asking $15.41 more per bond. It compared municipal and corporate inventories offered online in varying quantities. The study compared online bond prices for more than 27,000 municipal and corporate inventory matches from January 28 through March 2, 2020. Fidelity commissioned Corporate Insight to study bond pricing, available online, for self-directed retail investors from three brokers (Merrill Lynch, Morgan Stanley, and Wells Fargo) that offer corporate and municipal bonds for comparison to Fidelity's standard online pricing. The third-party trademarks appearing herein are the property of their respective owners.ġ1. Third-party rankings or past performance are not indicative of future performance. IBD's ranking of Fidelity as the #1 Most Trusted Wealth Management Company should not be construed as representing any client’s experience with, or endorsement of, Fidelity or its wealth management services. To be included in the ranking for the wealth management category required at least 125 respondents. Using the attributes in phase 1, 7,597 survey respondents in phase 2 were asked to score companies on 7 different criteria, weighted in descending order: financially sound/secure, quality of products and services, commitment to protecting the privacy and security of personal data, ethical business practices and values, customer service and treatment of customers, fair pricing and fees, and sensitivity to customer needs in the current economic and financial climate with the overall score based on the composite scores for each criteria. ![]() In phase 1 507 respondents ranked 12 trust attributes to identify the trust characteristics that are most important to consumers. The study was conducted in two phases, with data collected via online surveys in May, June and July 2023. Investor's Business Daily ® (IBD), September 2023: Fidelity is the #1 Most Trusted Wealth Management Company. See the Fidelity Strategic Disciplines Program Fundamentals (PDF) for program details or speak with a Fidelity advisor.Ĩ. Large Cap Equity Strategy through Fidelity Strategic Disciplines, Strategic Advisers could also implement tax-smart investing techniques, on a limited basis, consistent with the strategy, although tax management is not a primary goal of these strategies. ![]() For taxable accounts in the Fidelity Equity Income Strategy, Fidelity International Equity Strategy, and Fidelity U.S. Equity Index Strategy and Fidelity Tax-Managed International Equity Index Strategy accounts enrolled in Fidelity ® Strategic Disciplines. See the Fidelity Wealth Services Program Fundamentals (PDF) for program details or speak with a Fidelity advisor.įor clients who prefer single-asset class strategies, Strategic Advisers employs multiple tax-smart investing techniques proactively to seek to enhance after-tax returns in Fidelity Tax-Managed U.S. Tax-sensitive Portfolio Advisory Services accounts are managed using tax-smart investing techniques at the discretion of Strategic Advisers. "Managed portfolio" or "managed account" refer to the discretionary investment management services available through one or more Portfolio Advisory Services accounts for a fee to investors who enroll in Fidelity ® Wealth Services. ![]()
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