Fidelity for Wealth Managers

In our latest market update, Dirk Hofschire, Director of Asset Allocation Research, analyzes Q4 and the key themes moving forward: • The factors most likely to influence stock performance in 2025 • Whether we could see a second wave of inflation • Where relative valuations appear to be favorable Learn more at: https://lnkd.in/eKwerxkF

For the second year in a row, Adam Benjamin was named Bloomberg’s best stock picker! https://lnkd.in/ek3JiuP6 Adam manages the Fidelity Select Semiconductors Portfolio. His prowess as an active manager highlights the outperformance potential of informed stock picking. Additionally, six of the top ten leading funds of 2024 identified by Bloomberg were Fidelity funds—demonstrating the power of our research and insights.    For more information on price, risk and performance, click here: https://lnkd.in/eBiF3evw

The more our investment solutions gain momentum, the more we can help you do the same for your clients and your business. Find out how our ETF lineup’s recent milestones can help produce better outcomes and move clients closer to their goals: https://lnkd.in/e4pD7UxQ

What are the big sector stories for 2025? Hear our highest-conviction ideas for the 11 equity sectors in our latest outlook: https://lnkd.in/egxC72Qj Some trends and themes our sector managers are optimistic about: •Information technology: Cloud infrastructure adoption and AI data center buildouts •Communication services: Digital advertising and growth of AI •Utilities: Demand for electricity to power data centers

Checking off another great event, the second annual Advyzon Conference! 👏👏 Greg Lowman, Vice President, Advocacy and Policy Communications, presented a session on "Washington Power Shifts and Policy Trends." And Fidelity’s David MacMaster, CIMA®, CFS®—connected with attendees on how Fidelity can help firms grow. Learn more about how Fidelity can help support you: https://lnkd.in/efTP_UXB -- The third parties mentioned herein and Fidelity Investments are independent entities and are not legally affiliated.

Don't miss our webinar about a new approach to client engagement that leverages insights from neuroscience: "Communicate to Connect.” During this session, hear from Jonathan Habbershon and Jeffrey Waller as they share new perspectives and skills advisors can use to help enhance client connections and build a strong, relationship-based business. ➡️ Register now! https://lnkd.in/e7373ZYS

Fidelity Institutional Wealth Adviser (FIWA) has developed an actionable framework to help advisors incorporate alternative investments in their clients’ portfolios: https://lnkd.in/eSVGB-X4 FIWA developed target asset mixes that include allocations to alts, matched to various client liquidity needs. Advisors can use these guidelines to construct portfolios with better potential risk adjusted returns compared to portfolios without alternatives.

Stand out from the crowd by focusing on what makes your firm different. Tim Goodwin, CFP®, Chris Heisten, CFP®, and Kristy McCullough share some winning ideas. https://lnkd.in/eiAdu7Kc

Fidelity Blue Chip Growth Fund is now available in a new advisor share class: https://lnkd.in/gusfcgtH Fund manager Sonu Kalra believes that Artificial Intelligence will transform the business and investing landscape. He thinks that investing in the semiconductor-related companies who design and build the “picks and shovels” of this revolution is a savvy way to play this theme. The Blue Chip Growth Fund’s strategic focus on large-cap growth stocks, particularly in the communication services sector, could help make it a robust component of a diversified portfolio.

As brain imaging has improved, neuroscientists have identified two large-scale neural networks in the human brain: the analytic network and the empathetic network. When one network is activated, the other is shut down. Here’s the good news: we can tell our brain to toggle back and forth. Read the latest insights from Fidelity’s Center for Family Engagement to learn how neuroscience can help advisors engage more deeply with clients. https://lnkd.in/eP9QZ2qx