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A Framework to Articulate Value and Organize for Success
The Advice Value Stack articulates how investors assign value in the advice relationship.
The above figures are from the Fidelity Investments 2022 Investor Insights Study.1
Climbing to the Top of the Advice Value Stack
As certain financial planning capabilities become increasingly commoditized, firms are adding services to help clients achieve fulfillment and add value.Learn more
Fidelity Model Portfolios
Accessing Fidelity's powerful portfolio management capabilities, our model portfolios can help you manage investments effectively so you can add value for your clients in other ways.Learn more
Fidelity Managed Account Xchange® (FMAX)
An open architecture wealth advisory platform that integrates investment planning and consulting with portfolio construction and investment vehicles.Learn more
- 1. Fidelity Investments 2022 Investor Insights Study. The study was conducted during the period August 8 through September 2, 2022. It surveyed a total of 2,490 investors, including 673 millionaires and 1,520 investors with advisors. The study was conducted via an online survey, with the sample provided by Brookmark, a third-party firm not affiliated with Fidelity. Respondents were screened for a minimum level of $50K in investable assets (excluding retirement assets and primary residence), with additional quotas by age and affluence levels.