Your Cart Is Empty!
- Learn why Fidelity targets the mass affluent market
- Understand the strategies Fidelity has adopted in a bid to attract high net worth and mass affluent investors
- Understand how digital channels are vital in the investment space and where Fidelity succeeds and fails in this regard
Reasons To Buy
Why does Fidelity target the mass affluent?
How does Fidelity seek to satisfy the requirements of such investors?
What products and services does Fidelity offer?
How can Fidelity improve its digital platforms to better meet the needs of its customers?
Table of Contents
FIDELITY TARGETS THE HIGH-END MASS AFFLUENT
The mass affluent offer significant potential for wealth managers
Mass affluent customers offer an evenly distributed earnings opportunity
Fidelity Wealth targets the higher end of the mass affluent segment
Fidelity has been innovative with its asset thresholds
Much mass affluent wealth is held in deposits
Fidelity Wealth targets the self-directed mass-affluent investor
Fidelitys guidance rather than advice approach keeps it in the unregulated generic advice sphere
Fidelity Wealth offers "guidance" rather than "advice"
Wealth Service clients get access to a range of services for a flat fee
FIDELITY WEALTH COVERS A RANGE OF PRODUCTS AND SERVICES
The investment guidance service bridges the gap between advisory and execution-only
Fidelitys investment guidance service is centered around a four-speed proposition
Clients can bring their ISAs and SIPPs to Fidelity
A range of offshore funds are available with a minimum investment of Pound1,000
Clients can trade stocks though the ShareNetwork platform
MASS AFFLUENT ARE ENGAGED, TECH-SAVVY INVESTORS
Mass affluent investors are comfortable with digital channels
Mass affluent investors monitor their investments more actively than other retail investors
Fidelity Wealth does not offer content as dynamic and insightful as the general Fidelity website
Fidelitys strategy of targeting the mass affluent is shrewd and bearing fruit, but work is needed on delivery platforms
Ask the analyst
Following are different modes of Licenses.
a. Single User License:
This license allows only one person to use the report. This person can use the report on any computer and may take print outs of the report but must take care of not sharing the report (or any information contained therein) with any other individual or people. Unless you purchase a Site License or a Global Site License, a Single User License must be purchased for every single person that wishes to use the report within the same enterprise.
b. Single Site License:
This license allows unlimited users to use the report within one company location, e.g. a regional office. These users can use the report on any computer and may take print outs of the report but must take care of not sharing the report (or any information contained therein) with any other individual or people.
c. Global Site License:
A Global Site License (or Enterprise wide Site License or Global License) is a license granted to original purchaser, who can share a report with other employees and authorized Users of the same organization.
1. How do you deliver the reports?
The delivery of reports is depends on format & mode of license of report(s). Following are different kinds of formats of report(s) and their delivery options :
a. Electronic Format – Through email from Publisher
Report will be sent to your username email address in PDF, Excel, PowerPoint or any other electronic / softcopy format by publisher.
Delivery Time: 12 to 48 hours [depending on time difference or occurrences of national holidays]
b. Hard Copy or Printed Format or CD-Rom – Through Mail or Courier from Publisher
Report will be sent through mail / courier delivery to your shipping address by publisher.
Delivery Time: Less than, few weeks [depending on time difference or occurrences of national holidays]
2. How can I make payment for publications I purchase?
You could be able to make the payment, in following ways:
a. Online Secure Payment through Credit Card Payment : We accept Visa, Master, AMEX Cards & CCAvenue
b. Transfer of fund to our bank account via Bank transfer or Wire transfer
c. Payment via DD or Cheque
3. Is it safe to use my credit card on MarketinfoResearch?
Your personal information and online tranaction on Marketinfo Research is secure, private, and tamper-proof. All credit card payments are processed through secure and trusted payment gateways.