Research

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

Highlights from Fidelity’s 2025 Investor Insights Study.

Key Takeaways

Fidelity’s 2025 Investor Insights Study compares the evolving preferences and expectations of wealthy next generation households with those of baby boomers.
As the largest wealth transfer in history unfolds, generation X, Y, and Z investors are reshaping the advisor-client relationship with a focus on holistic financial planning, life goal achievement, and non-traditional investment strategies.
While they value advisors, these high-net-worth households seek transparency in advisor compensation, broader life guidance beyond investment management, and emerging investment products such as active ETFs, liquid alternatives, and cryptocurrencies.
Advisors must adapt to these shifting dynamics to effectively serve the distinctive demands of this generation, which is navigating unique life stages and ambitious financial aspirations.

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Investor Insights 2025

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