In the Margins

Fidelity enters robo-advisor space

July 27, 2016

By The Wall Street Journal

Fidelity Investments launched its “Fidelity Go” robo-advisory service nationwide Wednesday, making it the latest entrant to the fast-growing world of automated investment advice. Fidelity announced Fidelity Go in November and has been testing it on a group of about 1,000 employees and customers. “They were beat to the punch by Vanguard and Schwab, but I do think they will be successful,” said Tom O’Shea, associate director at Cerulli Associates. Read the original story from The Wall Street Journal.



Most Read

A Seat at the Table
IDC's Kim aims to expand, improve membership

In his new role heading up Independent Directors Council, Thomas Kim plans to focus on the group's core mission while expanding its presence and influence. "As ...