Constructing Portfolios for Today’s Changing Needs

A recent survey of investors in Generations X and Y show that 62% want their financial advisors to provide comprehensive services that go beyond managing their money.* In order to succeed with this crucial demographic, your practice must adapt to provide services to clients who have different priorities, especially as they become a larger force in the market. 

Download this guide to learn about constructing portfolios for the changing needs of a new generation of clients. You will gain insights into:

  • How to adapt to the changing expectations of investors
  • Ways to demonstrate your value 
  • Strategies that let you focus on what matters to your clients
  • And more…

Find out how you can ensure  your practice doesn’t get left behind.


*Source: 2017 Fidelity Investor Insights Study. 


Fidelity InstitutionalSM provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC (Members NYSE, SIPC); and institutional advisory services through Fidelity Institutional Wealth Adviser LLC.

Personal and workplace investment products are provided by Fidelity Brokerage Services LLC, Member NYSE, SIPC.

Institutional asset management is provided by FIAM LLC and Fidelity Institutional Asset Management Trust Company.


© 2021 FMR LLC. All rights reserved.


Request Free!

Comments are closed.