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Investor preferences, needs and demographics are rapidly evolving.
Cultivating a deeper understanding of who you serve today and who you want to serve tomorrow can help your practice remain relevant in a changing environment. By targeting the right investors with the right offering, you can also help increase your share of wallet with current clients and open up opportunities to engage with new segments.
Explore an Investor Segment
Learnings to help you meet the needs of different groups of investors
Practice Management Resources
- 2019 Fidelity Investor Insights Study was an online, blind study conducted from August 6 , 2019, through August 26, 2019. It involved a total of 2,026 25-minute (on average) online interviews, with the sample provided by Brookmark, a third-party research firm not affiliated with Fidelity. The study was focused on understanding affluent investors? attitudes, goals, behaviors, and preferences related to investing, wealth management, and advice. Target sample included respondents across affluence levels, from $50,000 to more than $10 million in total investable assets, excluding any real estate or investments in 401(k), 403(b), pensions, or other employer-sponsored retirement plans.