Perspective

Meeting the moment: How advisors are winning young investors

This paper highlights various methods advisors are using to attract and engage young investors.

Key Takeaways

If you're not bullish, you're not paying attention. Since 2020, 60% of young investors (ages 18-34) began to invest.¹
Younger investors are different, in a good way. Our research shows that younger investors place more importance on financial planning, creating peace of mind and helping achieve life goals than their older counterparts.
Explore steps you can take to help start winning their business including: creating a target client profile, connecting with current client's children, engaging with them online, and more.
See how other wealth management firms are attracting and engaging Millennial and Gen Z clients.

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Meeting the moment: how advisors are winning young investors

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1. CNBC | Momentive Poll: "Invest in You" August 2021

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Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Fidelity does not provide legal or tax advice.

Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and /or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.

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Before investing have your client consider the funds', variable investment products', exchange-traded products', or 529 Plans' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, or offering statement containing this information. Have your client read it carefully.

The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term.