Align Your Portfolio Construction Approach to Client Priorities

Many advisors have built their practices managing the expanding wealth of baby boomers, who may still be among your most important clients. But our surveys of investors show that 62% of Generation X and Generation Y want their advisors to provide comprehensive services that go beyond money management.¹

As your practice evolves, you could find yourself helping your clients address new priorities, including work-life balance and financial freedom, helping them achieve their goals, peace of mind, and, ultimately fulfillment. Many advisors say they want to allocate more time to helping clients with those objectives.

To meet your clients' expanding needs, you may have to become more efficient in how you manage their money. You need a reliable team that offers a full range of capabilities, insights, and resources. We offer a personal relationship and a suite of services and capabilities built around Fidelity's breadth and depth of money management expertise.