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Fidelity Institutional Asset ManagementSm
During Q3 2016 regulatory and political developments were top-of-mind for advisors, including the potential impact of the Department of Labor fiduciary rule on investment advice as well as political uncertainty related to the November general election.
Concerns about government and the economy spiked during Q3, with 28 percent of advisors surveyed saying topics such as the general election and the impact of the investment advice rule were a top concern. This is a significant increase from 21 percent for Q2 and 16 percent for Q1. Portfolio management at 25% and market volatility at 18% remain in the top 3 concerns for Q3 2016.
During the first nine months of 2016, the number of advisors who cite worries about interest rates has steadily increased. As history has shown, trying to guess the direction of interest rates can be difficult. Rather than focus on the next move of the Federal Reserve, advisors can discuss the role of fixed income in a diversified portfolio and other factors to consider.
Government & Economy
Fidelity offers a range of insights that can help advisors navigate a new
era in portfolio management – focusing on both the near- and long-term environments.