Fidelity Newsroom

Read the full Second Quarter 2026 Business Update including a quote from our Chairman and CEO._________________________________________FIDELITY.COMCORPORATE HEADQUARTERS245 Summer Street, Boston, MA 02210Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917Fidelity Distributors Company LLC, 500 Salem Street, Smithfield, RI 02917National Financial Services LLC,

BOSTON, July 21, 2026 – Fidelity Investments® today released its 25th annual Retiree Health Care Cost Estimate, revealing a 65-year-old retiring in 2026 can expect to spend an average of $185,500 on health care and medical expenses throughout retirement[1]. Up 7.5% from one year ago, the increase reinforces broader health care market trends, including rising prices for care, continued utilization

New custom SMA strategies leverage investment capabilities of Fidelity’s enhanced and fundamental lineups while offering personalization and tax managementNew model SMAs provide scalable options for wealth managers to deliver investment solutionsBOSTON, July 21, 2026 – Fidelity Investments® today announced the expansion of its institutional separately managed account (SMA) lineup with six new cust

Each spring, Fidelity celebrates National Financial Literacy Month in April and Fidelity Cares Month in May, when our associates build on their year-round impact by expanding volunteer efforts to support the communities we serve. This year’s Fidelity Cares Month is especially meaningful as we mark the 30-year milestone of our associate volunteer program. Fidelity’s year-round volunteer activities 

Trump Accounts will join 529s, UGMA/UGTA custodial accounts, Roth IRAs for Kids, Youth Account and more at Fidelity to set the next generation on a path toward financial security.BOSTON, June 23, 2026 — Fidelity Investments® today announced plans to introduce rollover functionality for Trump Accounts, expanding its suite of products and offerings available to help families save and invest. Trump A

Three ETF Share Classes to Be Added to Existing Intermediate Municipal Income, Real Estate Income, and Short-Term Bond StrategiesBOSTON, June 15, 2026 – Fidelity Investments® today announced the upcoming launch of its first ETF share classes, Fidelity® Intermediate Municipal Income ETF (FIMU), Fidelity® Real Estate Income ETF (FREI), and Fidelity® Short-Term Bond ETF (FSTB). The ETF share classes

Freedom Lifetime CITs will combine target date investing with lifetime income options from Nationwide® and New York Life®, aiming to help many Americans retire with greater confidenceBOSTON, June 10, 2026 – Target-date pioneer and industry leaderi Fidelity Investments® today announced plans to launch Fidelity Freedom® Lifetime, a suite of target date collective investment trusts (CITs) with a buil

BOSTON, May 28, 2026 – According to Fidelity Investments®’ latest Q1 2026 retirement analysis, both 401(k) and 403(b) total savings rates reached record levels in the first quarter, despite ongoing market volatility. The total savings rate (which includes both employer and employee contributions) for 401(k) savers reached 14.4% - nearing Fidelity's suggested combined savings rate of 15% - while th

BOSTON, May 19, 2026 – Fidelity Investments® today released data from its 2026 Couples & Money study, revealing that despite the complexities of managing money as a couple, most partners feel confident in their relationships and say financial habits play a major role in keeping their bonds strong. The study also identifies opportunities for couples to strengthen their financial partnership through

BOSTON, May 4, 2026 – Company stock plans are fundamentally reshaping how millions of employees invest, save, and think about their financial futures. According to Fidelity Investments’ 2026 Stock Plan Participant Research, 43% of employees became first-time stock owners through their company’s stock plan, and more than a third of those new investors (34%) went on to invest beyond the plan. The fi

New Strategies Strengthen Fidelity’s Active ETF Offering, Bolster its $149 Billion Exchange-Traded LineupiBOSTON, April 30, 2026 – Fidelity Investments® today announced the launch of Fidelity Enhanced Mid Cap Growth ETF (FEMG), Fidelity Enhanced Mid Cap Value ETF (FEMV), Fidelity Enhanced Small Cap Growth ETF (FSEG), and Fidelity Enhanced Small Cap Value ETF (FSEV), four active ETFs that build upo

Read the full First Quarter 2026 Business Update including a quote from our Chairman and CEO:Fidelity Investments' First Quarter 2026 Business Update_________________________________________FIDELITY.COMCORPORATE HEADQUARTERS245 Summer Street, Boston, MA 02210Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917Fidelity Distributors Company LLC, 500 Salem Street

Today, we’re excited to share that Fidelity has been named a LinkedIn Top Company for 2026i  for the fifth year in a row. The annual list, which aims to help professionals identify the top workplaces to grow their careers, analyzes data across multiple pillars, like ability to advance and skills growth.  This list is a recognition of how Fidelity is continuously evolving to meet the ever-changing 

BOSTON, APRIL 9, 2026 – As one of the nation’s largest workplace benefit providers, Fidelity Investments® has released the 2026 Fidelity Workplace Outlook report, offering 11 data-informed insights to help talent and benefits leaders across the country create a benefits plan strategy supporting both employee well-being and overall employer outcomes.In an era of evolving workplace dynamics, plan sp

We are pleased to share that Fidelity has been named to the inaugural Where You Work Matters List for 2026. Fidelity earned Platinum status on the List, the highest distinction awarded.  This recognition is based on employee-related data collected through career-focused websites, like LinkedIn and Glassdoor, focusing on career advancement, pay, and retention.  Every day our teams are dedicated to 

BOSTON, March 19, 2026 – Fidelity Investments® today released its 2026 State of Retirement Planning Study, revealing Americans are increasingly redefining retirement, as nearly 7-in-10 are considering a non-traditional approach to the next chapter of their lives. Encouragingly, the general outlook on retirement prospects is also trending in a positive direction, with 72% expecting to retire on the

20 Fidelity Mutual Funds Recognized for Strong Long-Term, Risk-Adjusted ReturnsThe 20 Fidelity mutual funds recognized by LSEG Lipper range across a variety of asset classes and styles, from equities, fixed income and asset allocation to international, high income and sector funds.For more information and to see the full list of awards, click here: Fidelity mutual funds win 25 U.S. LSEG Lipper Fun

BOSTON, February 26, 2026 – According to Fidelity Investments®’ latest Q4 2025 retirement analysis, average 401(k) and 403(b) account balances continue to trend upward, marking the third straight year of double-digit annual balance increases – owing in part to continued market gains and strong 401(k) savings levels. Overall, 401(k) balances were up more than 11% over Q4 2024, while the average 403

New turnkey model portfolios offer exposure to private markets, available to eligible RIAs and broker-dealers through Envestnet Fidelity’s Alternative NavigatorSM helps financial advice professionals build knowledge while earning continuing education (CE) creditsBOSTON, March 3, 2026 – Fidelity Investments® today announced two new suites of turnkey model portfolios and an expanded set of education

Read the full report including a letter from our Chairman and CEO: Fidelity Investments' 2025 Annual Report______________________________________________FIDELITY.COMCORPORATE HEADQUARTERS245 Summer Street, Boston, Massachusetts 02210Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, Smithfield, RI 02917Fidelity Distributors Company LLC, 500 Salem Street, Smithfield, RI 02917Natio