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.
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When investors speak, it's time to listen: The 2024 fidelity investor insights study
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