Portfolio Management Number 1 Priority for Advisers, According to Fidelity
Portfolio management is the number one priority for financial advisers, after ranking number two in the second quarter, according to a new Fidelity report. Concerns about market volatility and the equity market level tied for number two. Attention to the government and economy dropped to number four after taking the number one spot for the past four decades.
Fidelity leaders say advisers should consider long-term and diversified strategies for portfolio construction and advisers who have a consistent approach in making investment decisions with their clients will help investors reach their financial goals.