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Leading trust factors in an investor/financial advisor relationship the 2021

Leading trust factors in an investor and financial advisor relationship in 2021

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Sources

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Release date

April 2022

Region

Worldwide

Survey time period

October to November 2021

Number of respondents

4,564 respondents

Method of interview

Online survey

Supplementary notes

3,588 retail investors and 976 institutional investors from 15 markets worldwide were surveyed. Participants ranged in age from 25 years to over 65 years old.
Respondents could select up to three items.
The majority of participants came from the U.S. (651 survey participants).

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Statistics on " Investment advisors in the United States "

Statistics on Investment advisors in the United States

Overview

5

Leading firms

3

Robo-advisors

7

Tools

3

Services

4

Clients

5

Client-advisor relationship

4

Further related statistics

18
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