Reasons for recent contact with financial advisor in the U.S. 2014

Reasons for most recent contact with financial advisor or agent in the United States in 2014

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Release date

April 2014

Region

North America

Survey time period

January 2014

Number of respondents

2,047 respondents

Method of interview

Online panel

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Statistics on " Investment advisors in the United States "

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

10
Access all statistics starting from $2,388 USD yearly *

* For commercial use only

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For single users
$0 USD
Always free
Access limited to Free Statistics. Premium Statistics are not included.
  • Free Statistics
Based on your interests

Starter Account

For single users
$199 USD
per month, billed annually 1
  • Free Statistics
  • Premium Statistics
  • The statistic on this page is a Premium Statistic and is included in this account.

Professional Account

For teams of up to 5 people
$959 USD
per month, billed annually 1
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1 All prices do not include sales tax. The account requires an annual contract and will renew after one year to the regular list price.

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