Gain new perspectives with Fidelity wealth management insights

Build your practice, stand out from the competition, and prepare for the future with our wealth management insights and practice management ideas.

FEATURED
Growth Hub: Powerful advisor growth strategies

Is your business ready for the next step? Let Fidelity's Growth Hub guide you on your journey, with deep insights and how-to resources designed for growth-minded advisors.

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FEATURED
AI in wealth management

Artificial intelligence (AI) is rapidly evolving, with applications like ChatGPT taking this old field of study to new heights. Find out more about this technology, its risks, and its potential to transform the future of wealth management.

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FEATURED
Best practices in wealth management technology can drive firm success

What we can learn from firms that embrace technology to drive efficiency, grow faster, and deliver a better client experience

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Spotlight insights

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Give your firm an edge with help from our featured insights, market commentary, and resources on timely topics.
SPOTLIGHT
Market Volatility Resources and Insights
Navigate today’s markets with help from Fidelity's volatility insights and market commentary.
PERSPECTIVE
Five growth strategies for creating a durable business
Amidst today’s headwinds to growth lie opportunities to build a future-ready business.
PERSPECTIVE
Embracing Investment Evolution
Product innovations and tech advances are helping advisors balance performance goals with personalized client preferences.

Featured series

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Stay current and elevate your practice with help from Fidelity's ongoing analysis of key market and business trends.
SERIES
Quarterly Market Update
Our quarterly market outlook, presented by Fidelity's Asset Allocation Research Team (AART) uncovers major themes in the global financial markets, as well as investment insights and market forecasts for the quarter.
SERIES
Investment Research Update
Make informed decisions with comprehensive, data-driven investment research from Fidelity's Quantitative Market Research Team.
SERIES
Business Cycle Update
This series provides a view of the cyclical fluctuations in economies around the world, offering a framework for asset allocation decisions.
EVENTS
Stay in-the-know with our webinars and events

Live or on demand, our webinars and events feature Fidelity experts discussing key topics affecting your advisory practice: portfolio construction, market developments, practice management, and more. Browse our schedule and sign up today.

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Explore insights by topic

Running Your Business

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RESEARCH
Best practices in wealth management technology can drive firm success
What we can learn from firms that embrace technology to drive efficiency, grow faster, and deliver a better client experience
COMMENTARY
Gaining traction through GrowthTech: Leveraging technology to propel your business forward
Opportunities to deliver data-driven personalization at scale, improve lead acquisition, and capture actionable insights across the entire client lifecycle

Working With Clients

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RESEARCH
When investors speak, it's time to listen: The 2024 Fidelity Investor Insights Study
Fidelity's 2024 Investor Insights Study reveals client needs that stretch beyond investment management alone.
PERSPECTIVE
Closing the Gender Gap: Why financial advisors need a fresh approach with women investors
As women continue to grow their economic wealth, ensuring financial advisors are maintaining & growing relationships with women investors is more important than ever.

Market Commentary

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RESEARCH
The rising cost of capital and its investment implications
Higher real rates may persist for 5 to 10 years. This likely would increase the cost of capital, which in turn could reduce the return advantage for stocks versus bonds, boost prospects for larger companies with high-quality earnings.
RESEARCH
Deciphering strategic investment opportunities in a complex new world order
On a multipolar and volatile global stage, how some nations align with others–and some don’t–could play a role in strategic investment decision-making

Investing Ideas

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INVESTING IDEAS
Why active ETFs, Why now?
Learn how these funds fit into modern portfolio construction
INVESTING IDEAS
The case for bitcoin
A research-based framework may help investors understand bitcoin’s unique features and risk/return characteristics as an alternative investment within a multi-asset class portfolio, and the potential role of a small allocation.

Retirement

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COMMENTARY
Developing an effective income strategy
Consider client portfolios from different perspectives
RESEARCH
3 keys to your retirement income plan
Build income plans with guaranteed income,* growth potential, and flexibility in mind.

Portfolio Construction

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INVESTING IDEAS
The case for using a sector-based framework in equity portfolio construction
Sector exposure historically has been a major driver of stock returns and can be an effective way to seek an objective and help manage portfolio risk
INVESTING IDEAS
Incorporating factor strategies into a style-investing framework
Passive investors can gain targeted exposure to value and growth companies with factor strategies.
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