Plutus Awards Partner Profile: Fidelity

FinCon15 marks the fourth year that Fidelity has been involved with the conference and this is also the second year that Fidelity has been a sponsor of the Plutus Awards. With continued support and involvement, Fidelity demonstrates its dedication to learn, share and collaborate with the financial blogger community.

“Fidelity looks forward to engaging with personal finance bloggers at FinCon and the Plutus Awards, and these events prove to be an ideal time to join influencers in conversations that help to spark financial wellness,” says John Sweeney, executive vice president of Retirement and Investing Strategies at Fidelity. “We’re all invested in making financial education and guidance broadly accessible so that individuals are empowered to take control of their financial futures.”

For nearly 70 years, Fidelity has demonstrated its lasting commitment to financial education and innovation for everyday investors. With a mission to make financial expertise approachable and actionable, Fidelity introduced Viewpoints in 2008. Fidelity Viewpoints are easy-to-understand insights and analysis on timely economic, market and personal finance topics. Since its inception, this resource has provided helpful guidance for consumers and bloggers alike.

More recently, Fidelity launched with a younger generation of investors in mind. This interactive site offers short, easy-to-digest videos, articles, infographics, and tools to educate visitors on personal finance topics and help them feel more confident in making financial decisions related to budgeting, saving, investing and more.

Fidelity also conducts extensive research to analyze financial trends, behaviors and attitudes that help inform and prepare consumers. This year, Fidelity introduced its Money FIT Women Study, which found that women are increasingly focused on getting more engaged in their finances. Other recent studies include the Millennial Money Study and the Intra-Family Generational Finance Study.

Fidelity serves a wide customer base, including 24 million people investing their own savings. In addition, 20,000 businesses get help managing their employee benefits programs and 10,000 advisors use Fidelity’s tools to effectively manage their clients’ assets*. Through its innovative tools, Fidelity helps investors stay connected with the market – fostering collaboration and engagement around financial. In April, Fidelity was one of the first financial services companies to develop and release an Apple Watch app, and the Fidelity Mobile® for Apple Watch™ gives real-time updates on price quotes, market movers and more.

“The financial blogger community and financial services companies play an important role in shedding light on individual investors’ personal experiences and financial behaviors and those insights in turn are valuable to others. We’re pleased to play a role in helping individuals, families and employers make more informed financial decisions and be in a better position to reach their respective goals,” says Sweeney.

To learn more, visit, or follow John Sweeney on Twitter @SweeneyFidelity and Fidelity Investments @Fidelity.


*as of July 2, 2015

Apple Watch is a trademark of Apple Inc., registered in the U.S. and other countries.

Fidelity Investments and Fidelity are registered service marks of FMR LLC.

Fidelity Brokerage Services LLC, Member NYSE, SIPC

900 Salem Street, Smithfield, RI 02917


© 2015 FMR LLC. All rights reserved.

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