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As of 2022, the majority of investors perceived transparency around costs and fees as the most desirable characteristic when maintaining a trustful relationship with their financial advisor. This was followed closely by the ability of financial advisors to safeguard investors' data.
Leading trust factors in an investor and financial advisor relationship in 2021
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CFA Institute. (April 18, 2022). Leading trust factors in an investor and financial advisor relationship in 2021 [Graph]. In Statista. Retrieved May 21, 2024, from https://www.statista.com/statistics/1249693/desirable-features-of-financial-advisors-us/
CFA Institute. "Leading trust factors in an investor and financial advisor relationship in 2021." Chart. April 18, 2022. Statista. Accessed May 21, 2024. https://www.statista.com/statistics/1249693/desirable-features-of-financial-advisors-us/
CFA Institute. (2022). Leading trust factors in an investor and financial advisor relationship in 2021. Statista. Statista Inc.. Accessed: May 21, 2024. https://www.statista.com/statistics/1249693/desirable-features-of-financial-advisors-us/
CFA Institute. "Leading Trust Factors in An Investor and Financial Advisor Relationship in 2021." Statista, Statista Inc., 18 Apr 2022, https://www.statista.com/statistics/1249693/desirable-features-of-financial-advisors-us/
CFA Institute, Leading trust factors in an investor and financial advisor relationship in 2021 Statista, https://www.statista.com/statistics/1249693/desirable-features-of-financial-advisors-us/ (last visited May 21, 2024)
Leading trust factors in an investor and financial advisor relationship in 2021 [Graph], CFA Institute, April 18, 2022. [Online]. Available: https://www.statista.com/statistics/1249693/desirable-features-of-financial-advisors-us/