The letter Kelly Havins received in September seemed fishy. Havins, 63, lives in Phoenix and works as a food retail consultant. The letter appeared to be from Fidelity Investments, where he has had ...

This archived news story is available only for your personal, non-commercial use. Information in the story may be outdated or superseded by additional information. Reading or replaying the story in ...

Fidelity Investments has introduced a new policy restricting financial advisors’ ability to access or manage clients’ 401(k) accounts directly. The change affects thousands of independent advisors who ...

This article adheres to strict editorial standards. Some or all links may be monetized. As a major investment company and financial technology (fintech) platforms fight over access to client ...

A recession shouldn't spell doom for your retirement goals. Here's how to position your nest egg to weather any economic cycle.

Your next 401(k) statement could come with a very worrisome surprise. Retirement plan holders typically receive quarterly statements in the mail that provide an update on how much they have saved and ...