#35837
Mentioned in 1 episodes

The House of Fidelity

Book •
Justin Baer traces the rise and development of Fidelity Investments, chronicling its founders, strategic decisions, and industry impact.

The book examines how Fidelity shaped mutual fund distribution, marketing, and retail investing in America.

Baer explores internal corporate culture, regulatory interactions, and competitive dynamics.

The narrative highlights key moments that defined the firm's growth and reputation.

It provides insight into the evolution of asset management and the role Fidelity played in expanding retail participation in markets.

Mentioned by

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Cole Smead

Mentioned in 1 episodes

Mentioned by
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Cole Smead
as a recommendation from a colleague about the history of Fidelity Investments.
15 snips
The Smead Book List - Spring Book List

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