As of 2022, the majority of investors perceived transparency around costs and fees as the most desirable characteristic when maintaining a trustful relationship with their financial advisor. This was followed closely by the ability of financial advisors to safeguard investors' data.
Leading trust factors in an investor and financial advisor relationship in 2021
3,588 retail investors and 976 institutional investors from 15 markets worldwide were surveyed. Participants ranged in age from 25 years to over 65 years old.
Respondents could select up to three items.
The majority of participants came from the U.S. (651 survey participants).
Profit from the additional features of your individual account
Currently, you are using a shared account. To use individual functions (e.g., mark statistics as favourites, set
statistic alerts) please log in with your personal account.
If you are an admin, please authenticate by logging in again.
Learn more about how Statista can support your business.
CFA Institute. (April 18, 2022). Leading trust factors in an investor and financial advisor relationship in 2021 [Graph]. In Statista. Retrieved November 18, 2024, from https://www.statista.com/statistics/1249693/desirable-features-of-financial-advisors-us/
CFA Institute. "Leading trust factors in an investor and financial advisor relationship in 2021." Chart. April 18, 2022. Statista. Accessed November 18, 2024. https://www.statista.com/statistics/1249693/desirable-features-of-financial-advisors-us/
CFA Institute. (2022). Leading trust factors in an investor and financial advisor relationship in 2021. Statista. Statista Inc.. Accessed: November 18, 2024. https://www.statista.com/statistics/1249693/desirable-features-of-financial-advisors-us/
CFA Institute. "Leading Trust Factors in An Investor and Financial Advisor Relationship in 2021." Statista, Statista Inc., 18 Apr 2022, https://www.statista.com/statistics/1249693/desirable-features-of-financial-advisors-us/
CFA Institute, Leading trust factors in an investor and financial advisor relationship in 2021 Statista, https://www.statista.com/statistics/1249693/desirable-features-of-financial-advisors-us/ (last visited November 18, 2024)
Leading trust factors in an investor and financial advisor relationship in 2021 [Graph], CFA Institute, April 18, 2022. [Online]. Available: https://www.statista.com/statistics/1249693/desirable-features-of-financial-advisors-us/