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CUSTODIANS Thought Leadership
FIDELITY INVESTMENTS
Young Investor Toolkit
The toolkit includes insights, tools and solutions to help advisors capitalize on the potential opportunities and growth from serving young investors. The thought leadership highlights Fidelity’s research on Millennials and Gen Z and presents a three- step framework with the goal of helping attract and engage next-generation investors:
• The Why: The ways that young investors can help grow your firm • The Who: The insights that can make you indispensable to them
• The How: The steps you can consider to start winning their business The tools help firms: assess their client base, evaluate their readiness to serve next-generation clients and estimate the lifetime value of a prospective client. Through Fidelity’s alliance program, firms also can tap into educational platforms for young investors.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. With assets under administration of $10.3 trillion, including discretionary assets of $3.9 trillion as of December 31, 2022, we focus on meeting the unique needs of a diverse set of customers. Privately held for over 75 years, Fidelity employs nearly 68,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit https://www.fidelity.com/about-fidelity/our-company.
www.fidelity.com/about-fidelity/our-company
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*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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