When high net worth (HNW) individuals worked with a wealth manager, their average progress towards their financial goals was 65 percent. Without an advisor, this figure was only 51 percent.
Average progress of HNW individuals towards their financial goals with and without a wealth manager in 2018
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Bank of America. (November 16, 2018). Average progress of HNW individuals towards their financial goals with and without a wealth manager in 2018 [Graph]. In Statista. Retrieved December 26, 2024, from https://www.statista.com/statistics/1060430/hnw-financial-progress-with-a-wealth-manager-usa/
Bank of America. "Average progress of HNW individuals towards their financial goals with and without a wealth manager in 2018." Chart. November 16, 2018. Statista. Accessed December 26, 2024. https://www.statista.com/statistics/1060430/hnw-financial-progress-with-a-wealth-manager-usa/
Bank of America. (2018). Average progress of HNW individuals towards their financial goals with and without a wealth manager in 2018. Statista. Statista Inc.. Accessed: December 26, 2024. https://www.statista.com/statistics/1060430/hnw-financial-progress-with-a-wealth-manager-usa/
Bank of America. "Average Progress of Hnw Individuals towards Their Financial Goals with and without a Wealth Manager in 2018." Statista, Statista Inc., 16 Nov 2018, https://www.statista.com/statistics/1060430/hnw-financial-progress-with-a-wealth-manager-usa/
Bank of America, Average progress of HNW individuals towards their financial goals with and without a wealth manager in 2018 Statista, https://www.statista.com/statistics/1060430/hnw-financial-progress-with-a-wealth-manager-usa/ (last visited December 26, 2024)
Average progress of HNW individuals towards their financial goals with and without a wealth manager in 2018 [Graph], Bank of America, November 16, 2018. [Online]. Available: https://www.statista.com/statistics/1060430/hnw-financial-progress-with-a-wealth-manager-usa/
