Fidelity debuts turnkey model portfolios with private equity, credit and real estate exposure for RIAs and broker/dealers ...

The firm is pairing new Envestnet-distributed portfolios with a CE-accredited curriculum as RIAs seek more scalable ways to diversify client portfolios.

Fidelity’s analysis of more than 3,000 advised portfolios at the end of 2025 found a 72% allocation to equities and heavy use of ETFs.

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® ...

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 ...

Fidelity Investments has rolled out custom model portfolios with exposure to the private markets and will do the same for its turnkey models as well. The private market exposure is available through ...

Fidelity International is to launch three model portfolio service (MPS) ranges in mid-April. The WealthBuilder MPS features active, blended and passive plus options. The managers of the new offering ...

Fidelity Investments is sharpening its focus on wealth managers with new additions to its ETF model portfolio offering. The firm introduced two new suites of all-ETF model portfolios on Thursday, ...