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Wednesday, August 19, 2026The Morning Brief →Sign in
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Fidelity

In PWD coverage since August 14, 2026 · 13 stories
PWD coverage
investments

Target-date assets top $5.3 trillion as income options climb

Sway Research's mid-year report shows 11% first-half growth, with income-linked target-dates up 18%.
policy · Aug 19Treasury opens Saver's Match rulemaking, sets TrumpIRA.gov course
policy · Aug 19Judge revives 3M target-date suit on Fidelity benchmark
portfolio · Aug 18Index funds reach 42% of average advisor portfolio, Fidelity says
portfolio · Aug 18Fidelity launches custom SMA advisor learning series
book · Aug 18Medicare's $50 GLP-1 bridge lands in the retirement budget
practice · Aug 18Most of the $124 trillion transfer lands with women
active · Aug 18FBCG tops $7 billion as investors pay up for stock-picking
investments · Aug 18CITs take the lead in target-date assets; income is next
RIA · Aug 17Finny bets a $50 fee on the assets it helps win
RIA · Aug 14Vanguard hires Beverly Goodman to court RIAs
RIA · Aug 14Altruist margin lending targets Schwab, Fidelity long-short SMA bottleneck
Data · Aug 14CFPB poised to let big banks charge billions in data fees
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