Research

When investors speak, it's time to listen: The 2024 Fidelity Investor Insights Study

Fidelity's 2024 Investor Insights Study reveals client needs that stretch beyond investment management alone.

Key Takeaways

Investors are stressed about safety, security, health, family, and the future. And, of course, money.
The survey of Gen Z, Y, X and Boomer+ revealed that investors have needs beyond sound money management—they need a sounding board, guidance, and support.
This overview includes suggestions for how advisors might use insights from the study to build stronger and deeper connections with their clients.

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When investors speak, it's time to listen

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