Survey respondents were asked to state the level of importance placed on sharing values such as political and religious views with their financial advisor. Participants from Canada noted the lowest importance of having shared views with a financial advisor. Respondents from China placed the highest emphasis on sharing common values. Approximately three-quarters of Chinese respondents provided an affirmative response.
The importance of shared values in an investor/advisor relationship in 2021, by country
Characteristic
Yes
Somewhat
No
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CFA Institute. (April 18, 2022). The importance of shared values in an investor/advisor relationship in 2021, by country [Graph]. In Statista. Retrieved August 24, 2024, from https://www.statista.com/statistics/1253932/shared-values-investor-advisor-realtionship/
CFA Institute. "The importance of shared values in an investor/advisor relationship in 2021, by country." Chart. April 18, 2022. Statista. Accessed August 24, 2024. https://www.statista.com/statistics/1253932/shared-values-investor-advisor-realtionship/
CFA Institute. (2022). The importance of shared values in an investor/advisor relationship in 2021, by country. Statista. Statista Inc.. Accessed: August 24, 2024. https://www.statista.com/statistics/1253932/shared-values-investor-advisor-realtionship/
CFA Institute. "The Importance of Shared Values in An Investor/Advisor Relationship in 2021, by Country." Statista, Statista Inc., 18 Apr 2022, https://www.statista.com/statistics/1253932/shared-values-investor-advisor-realtionship/
CFA Institute, The importance of shared values in an investor/advisor relationship in 2021, by country Statista, https://www.statista.com/statistics/1253932/shared-values-investor-advisor-realtionship/ (last visited August 24, 2024)
The importance of shared values in an investor/advisor relationship in 2021, by country [Graph], CFA Institute, April 18, 2022. [Online]. Available: https://www.statista.com/statistics/1253932/shared-values-investor-advisor-realtionship/