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Fidelity: Clients continue to 'stay the course' with portfolios, advisors

from ThinkAdvisor

Fidelity: Clients continue to 'stay the course' with portfolios, advisors ThinkAdvisor Fidelity Investments‘ latest research shows that tensions currently exist between client objectives and risk. At the same time, though, clients’ asset allocation — including sectors and styles — did not change significantly from the first quarter to the second, when the coronavirus pandemic erupted in the U.S. “In these uncertain times, advisors have really helped their clients ‘stay the course’ and remained focused on their long-term goals through the ups and downs of the market,” Matt Goulet, senior vice president for portfolio solutions at Fidelity Investments, said in a statement. READ MORE

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