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

Published by Statista Research Department, Sep 22, 2022
As of 2022, the majority of investors perceived transparency around costs and fees as the most desirable characteristic when maintaining a trustful relationship with their financial advisor. This was followed closely by the ability of financial advisors to safeguard investors' data.

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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