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Benefits of working with investment advisor in the U.S. 2014
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Benefits of working with investment advisor in the U.S. 2014
Benefits of working with investment advisor in the United States as of January 2014
by Statista Research Department,
last edited
Jun 15, 2014
The statistic presents the benefits of working with financial advisor in the United States as of January 2014. It was found that 34 percent of the respondents who used an advisor listed creating a formal financial plan to help achieve investment goals as an advantage resulting from cooperating with a financial advisor.
Benefits of working with investment advisor in the United States as of January 2014
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by Statista Research Department,
last edited
Jun 15, 2014
The statistic presents the benefits of working with financial advisor in the United States as of January 2014. It was found that 34 percent of the respondents who used an advisor listed creating a formal financial plan to help achieve investment goals as an advantage resulting from cooperating with a financial advisor.
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- As a Premium user you get access to the detailed source references and background information about this statistic.
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- Release date
- June 2014
- Region
- United States
- Survey time period
- December 10, 2013 to January 10, 2014
- Number of respondents
- 500 respondents
- Age group
- 40-75 years
- Special properties
- among investors who use an advisor
- Method of interview
- Online survey
- Supplementary notes
-
The survey respondents were sole or joint decision-makere for household investment decisions and had at least 200 thousand U.S. dollars of investable assets (including investment real estate but not primary residence/vacation property).
Respondents were asked to pick top three benefits.
Source
- Show sources information
- As a Premium user you get access to the detailed source references and background information about this statistic.
- Show publisher information
- Release date
- June 2014
More information
- Region
- United States
- Survey time period
- December 10, 2013 to January 10, 2014
- Number of respondents
- 500 respondents
- Age group
- 40-75 years
- Special properties
- among investors who use an advisor
- Method of interview
- Online survey
- Supplementary notes
-
The survey respondents were sole or joint decision-makere for household investment decisions and had at least 200 thousand U.S. dollars of investable assets (including investment real estate but not primary residence/vacation property).
Respondents were asked to pick top three benefits.
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Statistics on "Wealth management in Europe and the United Kingdom (UK)"
- Private wealth: Europe and United Kingdom
The most important statistics
- Wealth of high net worth individuals in the United Kingdom (UK) and Europe from 2009 to 2017 (in trillion U.S. dollars)High net worth individuals: wealth value in the UK and Europe 2009-2017
- Population of high net worth individuals in Europe from 2013 to 2017, by country (in 1,000s)High net worth individuals in selected European countries 2013-2017
- Breakdown of assets of high net worth individuals in Europe as of the 1st quarter 2018High net worth individuals assets breakdown in Europe Q1 2018
- Share of wealth distribution in the United Kingdom (UK) in 2018, by wealth value bracketWealth distribution in the United Kingdom (UK) 2018, by value
- Annual value of mean wealth in the United Kingdom (UK) from 2012 to 2017 (in 1,000 U.S. dollars per adult)Mean wealth of adult population in the United Kingdom (UK) 2012-2017
- Wealth management services: EMEA & Europe
The most important statistics
- How do you rate the outlook for your bank over the next 12 months in private banking and wealth management?Private banking and wealth management outlook for European banks in 2016, by country
- Primary focus of wealth manager investments in the next two to three years in EMEA as of 2016Business focus of wealth manager budgets in upcoming two to three years EMEA 2016
- Trust drivers for clients of wealth management services firms in EMEA as of 2016Underlying drivers for client trust in wealth management services EMEA 2016
- Millennial HNWIs objectives for wealth management in EMEA as of 2016, by wealth cohortObjectives for wealth management of millennial rich in EMEA 2016
- Value of discretionary mandate assets and investment funds under management in Europe as of the end of 2016 (in trillion euros)Discretionary mandate assets and investment funds value in Europe 2016
- Market share of discretionary mandate assets and investment funds under management in Europe as of the end of 2016Discretionary mandate assets & investment funds market share in Europe 2016
- Wealth management sector in the UK
The most important statistics
- Number of wealth management firms in the United Kingdom (UK) in 2016, by region Large wealth management firms in the UK in 2016, by region
- Distribution of large wealth management firm offices in the United Kingdom (UK) in 2013 and 2016, by regionWealth management companies: regional distribution of offices in the UK 2013 & 2016
- Total revenue of large wealth management firms and private banks in the United Kingdom (UK) from 2013 till 2017 (in million GBP) Revenue of wealth management firms and private banks in the UK 2013-2017
- Revenue streams of large wealth management firms in the United Kingdom (UK) from 2013 to 2017, by firm type (in million GBP)Revenue of large wealth management firms in the UK 2013-2017, by type
- Distribution of investment assets of large wealth management firms in the United Kingdom (UK) in 2016*, by ownershipInvestment assets share of wealth management firms in the UK 2016, by ownership
- Distribution of investment assets of large wealth management firms in the United Kingdom (UK) between 2013 and 2017, by asset typeInvestment assets share of wealth management firms in the UK 2013-2017, by asset type
- Investment assets of all large wealth management firms in the United Kingdom (UK) between 2013 and 2017, by portfolio mandate type (in billion GBP)Investment assets of all large wealth management firms in the UK 2013-2017
- Annual costs of all large wealth management firms in the United Kingdom (UK) from 2011 to 2016*, by type (in million GBP)Large wealth management firm costs in the United Kingdom (UK) 2011-2016*, by type
- Wealth management employment and salary - the UK
The most important statistics
- Direct staff of private banks and wealth management firms in the United Kingdom (UK) projected for 2016, by regionProjected regional employment in private banking and wealth management in the UK 2016
- Annual salary of private wealth management professionals in London (UK) as of January 2018, by years of post-qualification experience (in 1,000 GBP)Private wealth managers: salary per annum in London (UK) 2018
- Net revenue per full time employee of all wealth management firms and private banks in the United Kingdom (UK) from 2014 till 2016 (in 1,000s GBP) Revenue of wealth management firms per employee in the UK 2014-2016
- Business costs of wealth management firms and private banks per direct employee in the United Kingdom (UK) from 2014 to 2016 (in 1,000s GBP)Large wealth management firms: costs per direct employee UK 2014-2016
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Statistics
- Benefits of working with investment advisor worldwide 2014
- Leading areas of improvement for investment advisors worldwide 2014
- Areas of improvement for investment advisors in the U.S. 2014
- Share of investors working with financial advisor worldwide 2014, by country
- Share of investable wealth managed by wealth advisor in 2014, by client age
- Share of investable wealth managed by wealth advisor in 2014, by relationship time
- Reasons for staying with primary wealth provider worldwide in 2014, by region
- Reasons for staying with primary wealth provider worldwide in 2014, by client assets
- Share of clients asked by their wealth manager for referral worldwide 2014, by region
- Share of clients asked by their wealth manager for referral worldwide 2014, by age
- Reasons why affluent investors change financial advisor U.S. 2014, by affluence level
- Factors considered when choosing an investment advisor U.S. 2014, by affluence level
- Services of investment advisors to affluent investors U.S. 2014, by affluence level
- Assets of affluent investors in the U.S. 2014, by affluence and control type
- Investable assets entrusted to one financial provider in 2014, by relationship time
- Investable assets entrusted to one financial provider in 2014, by client age
- Share of U.S. Millennials working with financial professionals 2014
- Reasons for working with financial professional among U.S. Millennials 2014
- Share of consumers with financial advisor in the U.S. 2014, by age
- Share of consumers with financial advisor in the U.S. 2014, by income
Statistics on "Wealth management in Europe and the United Kingdom (UK)"
- Wealth of high net worth individuals in the United Kingdom (UK) and Europe from 2009 to 2017 (in trillion U.S. dollars)
- Population of high net worth individuals in Europe from 2013 to 2017, by country (in 1,000s)
- Breakdown of assets of high net worth individuals in Europe as of the 1st quarter 2018
- Share of wealth distribution in the United Kingdom (UK) in 2018, by wealth value bracket
- Annual value of mean wealth in the United Kingdom (UK) from 2012 to 2017 (in 1,000 U.S. dollars per adult)
- How do you rate the outlook for your bank over the next 12 months in private banking and wealth management?
- Primary focus of wealth manager investments in the next two to three years in EMEA as of 2016
- Trust drivers for clients of wealth management services firms in EMEA as of 2016
- Millennial HNWIs objectives for wealth management in EMEA as of 2016, by wealth cohort
- Value of discretionary mandate assets and investment funds under management in Europe as of the end of 2016 (in trillion euros)
- Market share of discretionary mandate assets and investment funds under management in Europe as of the end of 2016
- Number of wealth management firms in the United Kingdom (UK) in 2016, by region
- Distribution of large wealth management firm offices in the United Kingdom (UK) in 2013 and 2016, by region
- Total revenue of large wealth management firms and private banks in the United Kingdom (UK) from 2013 till 2017 (in million GBP)
- Revenue streams of large wealth management firms in the United Kingdom (UK) from 2013 to 2017, by firm type (in million GBP)
- Distribution of investment assets of large wealth management firms in the United Kingdom (UK) in 2016*, by ownership
- Distribution of investment assets of large wealth management firms in the United Kingdom (UK) between 2013 and 2017, by asset type
- Investment assets of all large wealth management firms in the United Kingdom (UK) between 2013 and 2017, by portfolio mandate type (in billion GBP)
- Annual costs of all large wealth management firms in the United Kingdom (UK) from 2011 to 2016*, by type (in million GBP)
- Operating profit or loss of commercial and private banking division of the Royal Bank of Scotland from 2012 to 2018 (in million GBP)
- Direct staff of private banks and wealth management firms in the United Kingdom (UK) projected for 2016, by region
- Annual salary of private wealth management professionals in London (UK) as of January 2018, by years of post-qualification experience (in 1,000 GBP)
- Net revenue per full time employee of all wealth management firms and private banks in the United Kingdom (UK) from 2014 till 2016 (in 1,000s GBP)
- Business costs of wealth management firms and private banks per direct employee in the United Kingdom (UK) from 2014 to 2016 (in 1,000s GBP)
- Benefits of working with investment advisor worldwide as of January 2014
- Leading areas of improvement for investment advisors worldwide as of January 2014
- Leading areas of improvement for investment advisors in the United States as of January 2014
- Share of investors working with financial advisor in selected countries worldwide as of January 2014
- What percentage of your total investable wealth does your primary wealth advisor manage?
- What percentage of your total investable wealth does your primary wealth advisor manage?
- What is the most important reason you have chosen to stay with your primary wealth provider?
- What is the most important reason you have chosen to stay with your primary wealth provider?
- Are you asked by your wealth manager for referrals at least once a quarter?
- Are you asked by your wealth manager for referrals at least once a quarter?
- Reasons why affluent investors change financial advisor in the United States as of 3rd quarter 2014, by affluence level
- What is important when choosing a new advisor?
- Services of investment advisors to affluent investors in the United States as of 3rd quarter 2014, by affluence level
- Who is controlling your assets?
- What is the maximum proportion of your investable assets you would consolidate with a single financial provider?
- What is the maximum proportion of your investable assets you would consolidate with a single financial provider?
- Do you use a financial professional who provides you financial advice, guidance, and/or products for a fee or commission?
- Why did you choose to work with a financial professional in the past?
- Share of consumers working with financial advisor in the United States in 2014, by age
- Share of consumers working with financial advisor in the United States in 2014, by income (in U.S. dollars)
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