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Fidelity Clamps Down on Tools That Let Financial Advisors Peek in ...Fidelity is putting advisors on notice that it is cracking down on the use of third-party technology to access and manage investors’ retirement accounts held at the company.
Citing data security concerns, Fidelity has informed advisors that it intends to block their access to customers' employer-sponsored 401(k) accounts via credential sharing.
Fidelity will soon block financial advisers from using third-party fintech services to access clients’ workplace plans.
Average 401(k) retirement balances fell 3% from late last year through the first three months this year, according to Fidelity Investment data.
A new analysis by Fidelity Investments, one of the largest providers of 401 (k) retirement plans, found that the number of accounts with balances topping $1 million rose by 9.5% in the third quarter.
Retirement investors were not content to ride out the choppy market in the second quarter. Trading levels in 401(k) accounts ...
Average 401(k) retirement balances fell 3% from late last year through the first three months this year, according to Fidelity Investment data.
Fidelity reported that 512,000 savers were 401(k)-created millionaires in the first quarter, down about 4.6% from 537,000 in the fourth quarter of 2025. Most individuals continued to contribute to ...
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