U.S: financial advisors projected strategies 2023-2024, by investment type

Published by Statista Research Department, Dec 10, 2024

Most financial advisors were planning to use or recommend exchange-traded funds (ETFs) more frequently over the next 12 months, as of 2024. Individual bonds followed, as the vehicle with the second-highest expected usage, with 26.9 percent of the financial advisors surveyed stating an expectation to increase the use of Individual bonds.

Financial advisors projected investment vehicle usage increase in the United States from 2023 to 2024, by investment type

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Source

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Release date

May 2024

Region

United States

Survey time period

March 4 to April 3, 2024

Number of respondents

208 respondents

Special properties

Financial advisors

Method of interview

Online survey

Supplementary notes

Financial advisors were asked to state the investment vehicle they expected to increase in use or recommend more often in the next 12 months.

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Statistics on " Investment advisors in the United States "

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Overview

5

Leading firms

3

Robo-advisors

7

Tools

3

Services

3

Clients

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Client-advisor relationship

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Further related statistics

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Topics

Investment advisors in the United States Investment fundsFinancial marketsFinancial markets in the U.S.Investments of high-net-worth individuals
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