Wealthy next-gen investors¹ are embracing new investments, new tech, and the value of human advice.

1. Wealthy next-gen investors are defined as households with $1M+ in assets, exclusive of their primary residence and any retirement savings

2. Deloitte Global Gen Z and Millennial Survey 2026

The 2026 Fidelity Investor Insights Study was an online blind survey (Fidelity not identified) that was fielded during the period March 6 through April 28, 2026. It surveyed a total of 2,652 investors, including 1,245 Millionaires and 1,548 investors with advisors. The study sample was provided by an independent firm not affiliated with Fidelity. Respondents were screened for a minimum level of $50K in investable assets (excluding retirement assets and primary residence), with additional quotas by age and affluence levels.

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Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client’s individual situation and reach out to an investment professional, if applicable. S&P 500 Index is a market capitalization–weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent US equity performance. All indexes are unmanaged, and performance of the indexes includes reinvestment of dividends and interest income, unless otherwise noted. Indexes are not illustrative of any particular investment, and it is not possible to invest directly in an index.

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