Wealth management broker investors working with a wealth

Investors working with a wealth management broker are benefiting from strong corporate earnings data — Q1 2024 results show 72% of companies beat EPS estimates, indicating momentum in large-cap equities. Brokers expect moderate volatility as the Fed signals possible rate cuts in Q3. Range offers a smart, streamlined way to manage your full financial life. With 24/7 expert advice and personalized strategies, Range’s platform includes wealth management tools for tax situations, equity compensation, estate planning and more. The best part is you can book a free online demo with Range from the comfort of your home. Alternative investment strategies may not be suitable for all investors and are not intended to be a complete investment program. Risks associated with alternative investments include: alternatives may be relatively illiquid; it may be difficult to determine the current market value of the asset; and there may be limited historical risk and return data. Costs of purchase and sale may be relatively high. A high degree of investment analysis may be required before investing. Keep in mind investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money. Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, Smithfield, RI 02917 Fidelity Distributors Company LLC 900 Salem Street, Smithfield, RI 02917 National Financial Services LLC, Member NYSE, SIPC 245 Summer Street, Boston, MA 0211 1210548.1.0 ©2025 FMR LLC. All rights reserved. i 2025 Fidelity Financial Advisor Community – Portfolio Construction Survey was an online blind survey (Fidelity not identified) and was fielded during the period December 13 – 23, 2024 . Participants included over 500 advisors who manage or advise upon client assets either individually or as a team and work primarily with individual investors. Advisor firm types included a mix of banks, independent broker-dealers, insurance companies, regional broker-dealers, RIAs, and national brokerage firms (commonly referred to as wire-houses). The results are weighted to reflect industry composition. The study was conducted by an independent firm not affiliated with Fidelity Investments. ii As of April 30, 2025 iii As of March 31, 2025 Wealth management broker insights suggest that U.S. banking sector stocks might outperform, with ROE projections hitting 13% for