Insights topic library

Explore new insights, investing ideas, and market research from Fidelity’s thought leaders.

featured

Serving the next generation of wealth investors

Fidelity's 2026 Investor Insights Study reveals what the next generation of wealthy investors expect from wealth managers, and what you can do to win their business.

Learn More

FEATURED TOPICS: Current outlooks Digital assets Alternatives Growing your business Artificial intelligence

1151112.1

1151105.4

E21740BF4BF44F6D8200A4BC596CC891

Past performance is no guarantee of future results.

Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may 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. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client’s individual situation and reach out to an investment professional, if applicable.

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

Making a move to independence

UHNW Hub: Finding success in ultra-wealth management

Chart your own path in wealth management

Stay ahead of rising cybersecurity risks

Wealthy next generation investors want something new from their investments and advisors

The current state of AI in wealth management

Select a different site

Insights topic library