As of 2020, financial professionals worldwide were mostly asked by their clients to provide services related to retirement income. In North America, 74 percent of the financial professionals surveyed declared to provide often this type of service. Advices related to financial planning followed, with 64 percent of the respondents from that region in 2020.
Most sought-after services of financial professionals worldwide in 2020, by region
Characteristic
Retirement income/planning
Financial planning
Tax-efficient investment strategies
Estate planning/trustee services
ESG investing strategies
Educating family members about investing
Lending/credit solutions
Private investment opportunities
Philantropic planning
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Natixis Investment Managers. (June 28, 2020). Most sought-after services of financial professionals worldwide in 2020, by region [Graph]. In Statista. Retrieved July 22, 2024, from https://www.statista.com/statistics/1250196/financial-professionals-most-demanded-services/
Natixis Investment Managers. "Most sought-after services of financial professionals worldwide in 2020, by region." Chart. June 28, 2020. Statista. Accessed July 22, 2024. https://www.statista.com/statistics/1250196/financial-professionals-most-demanded-services/
Natixis Investment Managers. (2020). Most sought-after services of financial professionals worldwide in 2020, by region. Statista. Statista Inc.. Accessed: July 22, 2024. https://www.statista.com/statistics/1250196/financial-professionals-most-demanded-services/
Natixis Investment Managers. "Most Sought-after Services of Financial Professionals Worldwide in 2020, by Region." Statista, Statista Inc., 28 Jun 2020, https://www.statista.com/statistics/1250196/financial-professionals-most-demanded-services/
Natixis Investment Managers, Most sought-after services of financial professionals worldwide in 2020, by region Statista, https://www.statista.com/statistics/1250196/financial-professionals-most-demanded-services/ (last visited July 22, 2024)
Most sought-after services of financial professionals worldwide in 2020, by region [Graph], Natixis Investment Managers, June 28, 2020. [Online]. Available: https://www.statista.com/statistics/1250196/financial-professionals-most-demanded-services/