Research

How advisors scale their practice with portfolio construction

Findings from Fidelity’s 2025 Financial Advisor Community survey

Key Takeaways

Portfolio construction tools have become essential for advisors to achieve the right balance in their day to manage investments as well as manage their client relationships.
Many advisors see an impact on their clients' portfolios by using portfolio construction tools, including an increase in investment returns and a reduction in portfolio volatility.

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How advisors scale their practice with portfolio construction

Next steps to consider

Fidelity Growth Hub^SM

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Practice Management

Manage client portfolios with greater efficiency and impact with our broad universe of portfolio construction solutions and investment products.

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