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.

Key Takeaways

Investors are stressed about safety, security, health, family, and the future. And, of course, money.
The survey of Gen Z, Y, X and Boomer+ revealed that investors have needs beyond sound money management—they need a sounding board, guidance, and support.
This overview includes suggestions for how advisors might use insights from the study to build stronger and deeper connections with their clients.

Next steps to consider

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For important information, see the full linked content.

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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.

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