Most common inquiries of financial advisors' clients in past six months U.S. 2024

Published by Statista Research Department, Dec 10, 2024

As of 2024, the effect of the inflation on investment portfolios was one of the leading concerns for financial advisors' clients in the United States. Of the advisors surveyed, 74 percent were asked about this topic by their clients. The effects of interest rates on financial decisions was the top concern, however, with 75 percent of the respondents.

Questions asked to financial advisors from their clients over past six months in the United States as of March 2024

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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

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Statistics on " Investment advisors in the United States "

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Other statistics that may interest you Investment advisors in the United States

Overview

5

Leading firms

3

Robo-advisors

7

Tools

3

Services

3

Clients

5

Client-advisor relationship

4

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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