Fidelity International is a privately owned financial services company founded in 1969 and headquartered in the United Kingdom. Employing approximately 9,810 people, the firm provides investment products and retirement planning services to institutional clients, individual investors, and their financial advisors.
Fidelity International research revealed that lower fees and trustworthiness are key factors influencing unadvised Australians to seek financial advice, based on a survey of over 1000 Australians aged 18-59. Another Fidelity International study highlighted concerns among Australians regarding the legal, financial, and investment aspects of the upcoming $3.5 trillion intergenerational wealth transfer expected over the next 20 years. This study also found generational differences in post-inheritance priorities and the likelihood of seeking financial advice, with Generation Z showing the highest interest in professional advice despite perceptions of their reliance on social media influencers. Separately, FIL Limited, an investment management company, reported a 7.08% interest in Dalata Hotel Group PLC on April 2, 2025, according to a regulatory filing under the Irish Takeover Panel Act 1997 and Takeover Rules 2022. A previous filing on April 1, 2025, was corrected to reflect the April 2, 2025 date.
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