Balance of human and automated interaction for financial advice in the U.S. 2018

This statistic presents the share of respondents in the United States who thought a human relationship was ideal for a financial advisor, compared to those who thought the process could be automated. In 2018, 61 percent of respondents preferred a human relationship coupled with technology.

Can financial advice be automated, or does it require a human relationship?

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Source

Release date

August 2018

Region

United States

Survey time period

March 7 to 19, 2018

Number of respondents

2,003 respondents

Age group

18 years and older

Method of interview

Online survey

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Statistics on "Investments of High Net Worth Individuals"

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