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New Fidelity Survey Finds Advisors Focused on Portfolio Management in Q1

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Fidelity Financial Advisor Solutions on Thursday published the results of a survey about what was on the minds of advisors during the first quarter.

Fidelity Advisor Investment Pulse, the announcement said, is a “first-of-its-kind” survey designed to capture the investment topics of concern to advisors, based on an ongoing, open-ended poll of more than 200 advisors per quarter.

The survey found that advisors in the first quarter were increasingly focused on portfolio management, and that fixed income remained a top-of-mind consideration.

Advisors’ responses also indicated a rise in concern about market volatility, the topic having spiked in January when markets juddered.

For January, the Dow fell 5.3% and the S&P 500 slid 3.6% — their biggest monthly percentage declines since May 2012, Reuters reported.

The Fidelity survey found that interest rates and finding yield/generating income maintained top spots among advisors’ concerns. Inflation, meanwhile, remained low on their list.

“In the first quarter of 2014, many financial advisors and their clients were thinking about what to do with their portfolios if interest rates rise,” Scott Couto, president of Fidelity Financial Advisor Solutions, said in the statement.

“Interestingly, they have been less focused on what many consider the ‘flip side’ of rising rates: inflation.”

Fidelity’s announcement laid out four resources the firm has made available to advisors:

Check out Fitting Alts into Client Portfolios on ThinkAdvisor.


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