• Areas of improvement for U.S. investment advisors 2014

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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

Characteristic	Share of respondents
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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.