Advisers and millionaires are not on the same page, Fidelity Investments said, citing its comparison of the findings of its Fidelity Millionaire Outlook, based on a survey of 1,000 millionaire households, and the Fidelity Broker and Advisor Sentiment Index, the result of a survey of 1,046 financial professionals.

Advisers are far more bullish on the market. They also do not use technology-enabled media such as text messaging and e-mail to reach their millionaire clients, who prefer these forms of communication. And advisers are planning to weight international exposure and annuities in their clients’ portfolios more heavily than these clients would like.

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