Research

Wealthy next generation investors want something new from their investments and advisors

Highlights from Fidelity’s 2025 Investor Insights Study.

Key Takeaways
  • Fidelity’s 2025 Investor Insights Study compares the evolving preferences and expectations of wealthy next generation households with those of baby boomers.  
  • As the largest wealth transfer in history unfolds, generation X, Y, and Z investors are reshaping the advisor-client relationship with a focus on holistic financial planning, life goal achievement, and non-traditional investment strategies. 
  • While they value advisors, these high-net-worth households seek transparency in advisor compensation, broader life guidance beyond investment management, and emerging investment products such as active ETFs, liquid alternatives, and cryptocurrencies.  
  • Advisors must adapt to these shifting dynamics to effectively serve the distinctive demands of this generation, which is navigating unique life stages and ambitious financial aspirations.
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Investor Insights 2025
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Advice Value Stack Client conversations Client experience Generational wealth

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Wealthy next generation investors want something new from their investments and advisors
Highlights from Fidelity’s 2025 Investor Insights Study.

  • For important information, see the full linked content.
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