| Characteristic | Share of respondents |
|---|---|
| - | - |
| - | - |
| - | - |
| - | - |
| - | - |
| - | - |
| - | - |
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June 2020
Worldwide
March and April 2020
2,700 respondents
Financial professionals
Each role is described by the source as follows:
Financial planner: helps clients navigate all of their financial needs.
Financial coach: educates clients on markets and investments.
Retirement expert: advises clients on navigating retirement.
Portfolio architect: builds portfolios and select investments.
Therapist: helps clients rationalize their emotions about investing and the markets.
Consultant: helps clients with their business planning and needs.
Mediator: helps clients with family-related affairs (such as mediating conflicts, trust and estate planning, etc.).
Multiple answers were possible.
