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Areas of improvement for investment advisors in the U.S. 2014
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Areas of improvement for investment advisors in the U.S. 2014
Leading areas of improvement for investment advisors in the United States as of January 2014
by Statista Research Department,
last edited
Jun 15, 2014
The statistic presents leading areas of financial advisors' possible improvement in the United States as of January 2014. It was found that 43 percent of the responding investors were satisfied with their financial advisor and didn't see any need for improvement.
Leading areas of improvement for investment advisors in the United States as of January 2014
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by Statista Research Department,
last edited
Jun 15, 2014
The statistic presents leading areas of financial advisors' possible improvement in the United States as of January 2014. It was found that 43 percent of the responding investors were satisfied with their financial advisor and didn't see any need for improvement.
- 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
- 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-makers 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).
Multiple answers were possible.
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-makers 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).
Multiple answers were possible.
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- Investments of High Net Worth Individuals
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- Personal savings in the United States
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- Nationwide Annual Report 2019
- Deal Review and League Tables 2015
- Barclays Bank - Annual Reports and Accounts 2018
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- How do you rate the outlook for your bank over the next 12 months in private banking and wealth management?
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- 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
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- Share of consumers working with financial advisor in the United States in 2014, by income (in U.S. dollars)
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