The importance of shared values in an investor/advisor relationship 2021, by country

The importance of shared values in an investor/advisor relationship in 2021, by country

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Release date

April 2022

Region

Worldwide

Survey time period

October to November 2021

Number of respondents

4,564 respondents

Method of interview

Online survey

Supplementary notes

Survey participants were asked to state the importance of having shared values with their financial advisor such as religious or political views.

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Statistics on " Investment advisors in the United States "

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