Stand out in the future of wealth management. Fidelity powers the growth of wealth management firms to help you be more.
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Fidelity’s M&A in Wealth Management: 2026 Mid-Year Update is here!
The first half of 2026 saw continued strength in RIA M&A activity, with private equity firms playing a significant role in shaping the market. Conversations with leaders at Sequoia Financial Group offer valuable insight into how these firms are navigating the changing wealth management landscape. Check out the full report to explore the M&A trends that have shaped the first half of the year. i.fidelity.com/CXMUqN
Fidelity Investments is unaffiliated with Sequoia Financial Group and Cerity Partners. Fidelity Investments is a service provider to them.
As an advisor, you know it can be challenging to facilitate deeper conversations with clients and their families. Here’s an idea for making things a bit smoother: look for meaningful keywords.
Tobias Donath and Tim Habbershon spoke about empathy in client interactions and how this approach can help you avoid “solution mode” and really listen—which can help produce better outcomes.
Explore more. i.fidelity.com/tbtxcj
How is your firm planning to compete for #wealthmanagement talent? With retirees outpacing new entrants to the field, competition for advisors and other investment professionals can be steep.
Rohit Mahna talks about a new framework that can help firms better meet their employees’ holistic needs and ultimately ensure that all employees are deeply engaged and aligned to their firm’s overall vision.
Find new growth strategies to help your firm. i.fidelity.com/8iqbbh
Getting overwhelmed by all the tech and product choices in #wealthmanagement right now? Sometimes it can be difficult to know what’s best for you and your clients.
Rohit Mahna discusses what it means for firms to take advantage of today’s innovations—and how you can align with the growing expectations of clients and prospects.
Discover more about what today’s investors are looking for: i.fidelity.com/i6tslv
Have you been counting out young investors?
Rohit Mahna highlights the benefits younger investors bring to the table, from the premium they put on professional advice, to their loyalty to their advisors, to their high-touch approach to managing their assets.
Take a deeper look at the minds and portfolios of young investors. i.fidelity.com/yx8o2a
Artificial intelligence (#AI) is changing the way we do business from end to end. Megan Kelley dives into the ways AI can make your clients’ lives easier.
To learn more about how artificial intelligence could impact the wealth management industry, click here. i.fidelity.com/cbf2fp
People are increasingly choosing solo lifestyles, and the financial industry must adapt to meet their unique challenges and needs.
Learn more about how the solo lifestyle is challenging everything from life milestones to job benefits in this highlight from Megan Kelley.
Explore our whitepaper diving into this emerging trend. i.fidelity.com/fdnqxu
Tune into our final 2023 #QuarterlyMarketUpdate with Jacob Weinstein focused on major themes in the U.S. global economic and financial markets as we approach the fourth quarter.
📣 The Fearless Investing Summit 2023 is coming up!
This conference brings together wealth mangers for three days of learning, connection, and growth.
Fidelity will take part in the conversations with Mindy Freedman, Vice President, Direct Indexing Specialist and Kevin E. Cousineau, Business Development Director, Model Portfolios covering a session on scaling your practice through custom solutions. Swing by booth 211 to gain more insights!
In a new article, Rohit Mahna shares 5 areas wealth management firms can invest in today to help create long-term success. Read more here: i.fidelity.com/sxly8d
