3,588 retail investors and 976 institutional investors from 15 markets worldwide were surveyed. Participants ranged in age from 25 years to over 65 years old.
Respondents could select up to three items.
The majority of participants came from the U.S. (651 survey participants).
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Leading trust factors in an investor/financial advisor relationship the 2021
As of 2022, the *** 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.
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CFA Institute. (April 18, 2022). Leading trust factors in an investor and financial advisor relationship in 2021 [Graph]. In ÌÇÐÄÆƽâ°æ. Retrieved July 26, 2026, from /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. ÌÇÐÄÆƽâ°æ. Accessed July 26, 2026. /statistics/1249693/desirable-features-of-financial-advisors-us/
CFA Institute. (2022). Leading trust factors in an investor and financial advisor relationship in 2021. ÌÇÐÄÆƽâ°æ. ÌÇÐÄÆƽâ°æ Inc.. Accessed: July 26, 2026. /statistics/1249693/desirable-features-of-financial-advisors-us/
CFA Institute. "Leading Trust Factors in An Investor and Financial Advisor Relationship in 2021." ÌÇÐÄÆƽâ°æ, ÌÇÐÄÆƽâ°æ Inc., 18 Apr 2022, /statistics/1249693/desirable-features-of-financial-advisors-us/
CFA Institute, Leading trust factors in an investor and financial advisor relationship in 2021 ÌÇÐÄÆƽâ°æ, /statistics/1249693/desirable-features-of-financial-advisors-us/ (last visited July 26, 2026)
Leading trust factors in an investor and financial advisor relationship in 2021 [Graph], CFA Institute, April 18, 2022. [Online]. Available: /statistics/1249693/desirable-features-of-financial-advisors-us/
