INSIGHTS

Spotlight insights

Give your firm an edge with help from our featured insights, market commentary, and resources on high-priority topics.

Featured

Market Volatility Resources and Insights

Navigate today’s markets with help from Fidelity’s volatility insights and market commentary, covering timely topics including the economy, investing in uncertain times, and business resilience planning.

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FEATURED

Activating the Advice Value Stack

As certain financial planning capabilities become increasingly commoditized, firms are looking to add value to their service model to help clients achieve fulfillment.

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featured

The Advisor’s Guide to Digital Assets

Answer your clients’ biggest cryptocurrency questions with data and resources on this emerging asset class.

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featured

It’s Time to Change Your Mind about Young Investors

Find out how the next generations can help your firm grow—and what you can do to win their business.

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Insights for your investments

Prepare to meet client needs with deep dives and multiple perspectives on critical investment topics.
RESEARCH
An Advisor's Guide to Alternative Investments
Find out more about alternatives and how allocating to these investments may help strengthen your clients' portfolios.
RESEARCH
Reshaping Strategic Asset Allocation
Download the full Strategic Allocator's Guide to Productivity and Profits to learn more about the powerful forces reshaping strategic asset allocation.
RESEARCH
Unsustainable Global Debt: Roadmap for Strategic Asset Allocation
View our latest research on how the trend of rising debt/GDP ratios is becoming one of the single biggest risk factors in investment portfolios.
SPOTLIGHT
2023 Sector Outlook | Equity Sectors
Opportunities exist across all sector outlooks to diversify your clients' portfolios; explore these insights as you think about 2023 equity sector investing.
EDUCATION
Retirement Income Planning
Put our insights into practice to help your clients meet their retirement goals.
RESEARCH
Diving into the Issues that Shape Fidelity Target Date Funds
Insights and intelligence for retirement leaders.
SPOTLIGHT
Planning for life events
Fidelity offers ideas and resources to help you support your clients through key life moments, bringing you the expertise and trust we've earned through decades of helping investors make their most important decisions.

Insights for your business

Learn more about how you can build a future-ready business, stand out in the marketplace, and better serve your customers.
SPOTLIGHT
The decade of generational wealth
The next decade will bring profound change for many families. Stay prepared with our 8 Strategic Imperatives infographic.
RESEARCH
Advancing Diversity and Inclusion at Your Firm
RESEARCH
Diving into Digital Marketing
SPOTLIGHT
Digital Empowerment Framework
PERSPECTIVE
Harness the Power of the Platform
The rise of the platform is bringing about a transformative shift in wealth management. This change demands that we think differently about how we source, curate, and deliver value.
RESEARCH
Managing Cybersecurity and Cyber Fraud Risks

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Digital assets are speculative and highly volatile, can become illiquid at any time, and are for investors with a high-risk tolerance. Investors in digital assets could lose the entire value of their investment.

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