The Fidelity Concierge Advisor Program designation January 17, 2023 News The Fidelity Concierge Advisor Program designation is unsolicited, provided voluntarily and without compensation by Fidelity Investments, and awarded January 13, 2023, for the services Stone Hill provided during 2022.
Protecting Plan Sponsors from Department of Labor Sanctions and Participant Lawsuits January 18, 2019 News