The move comes in response to the emergence of fintech applications that use investor’s login credentials to allow their ...

The deal is the firm’s first with a DC recordkeeper and comes on the heels of Fidelity warning it would block Pontera’s third ...

Fidelity has informed advisors and their clients that it intends to block advisors' ability to access and manage their ...

The move highlights tension between cybersecurity and the freedom of advisors and clients to use account data.

The company will shut off access to accounts by third parties that use client credentials to log in, the firm said.

Fidelity will soon block financial advisers from using third-party fintech services to access clients’ workplace plans.

This year's program features new awards for innovation and disruption, achievement in marketing and excellence in RIA M&As.