| Characteristic | Retirement income/planning | Financial planning | Tax-efficient investment strategies | Estate planning/trustee services | ESG investing strategies | Educating family members about investing | Lending/credit solutions | Private investment opportunities | Philantropic planning |
|---|---|---|---|---|---|---|---|---|---|
| - | - | - | - | - | - | - | - | - | - |
| - | - | - | - | - | - | - | - | - | - |
| - | - | - | - | - | - | - | - | - | - |
| - | - | - | - | - | - | - | - | - | - |
| - | - | - | - | - | - | - | - | - | - |
| - | - | - | - | - | - | - | - | - | - |
The chart is not accessible to screen readers. Please switch to the table view to access the data.
Download
Source
Source
Release date
June 2020
More information
Region
Worldwide
Survey time period
March and April, 2020
Number of respondents
2,700 respondents
Special properties
Financial professionals
Supplementary notes
This question was phrased by the source as follows: "What have clients been demanding more of in the past year?"
Multiple answers were possible.
Citation formats
