• Wealth Management INVEST: Trends in Retail Investor Portfolio Construction

  • Sep 30 2024
  • Length: 26 mins
  • Podcast

Wealth Management INVEST: Trends in Retail Investor Portfolio Construction

  • Summary

  • David Bodamer of WealthManagement.com sits down with Mike Scarsciotti, SVP and Head of Investment Specialists at Fidelity Investments, to discuss the changing dynamics of portfolio construction. Fidelity draws insights from analyzing 12,000 portfolios. Their conversation covers significant trends, including the growing popularity of ETFs, the resurgence of active management strategies, and evolving approaches to asset …

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