Wealth management broker tracking of REIT performance reveals a 5% rebound from 2023 lows, driven by declining mortgage rates and increased commercial leasing in tech hubs. Real estate allocation trends are turning positive. Sethi recommends explaining to your financial advisor — preferably over email — that you’ve decided to move your brokerage account because the fees you’re paying are not part of your financial goals. By transferring your brokerage account in-kind and moving assets as-is from one account to another, you can avoid “selling them and triggering a taxable event,” he said. . 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. Wealth management broker forecasts highlight resilient tech infrastructure demand as cloud service revenues surge 18% year-over-year. This trend could drive further gains in leading data center and server manufacturers.