Survey respondents were asked to state the level of importance placed on sharing values such as political and religious views with their financial advisor. Participants from Canada noted the lowest importance of having shared views with a financial advisor. Respondents from China placed the highest emphasis on sharing common values. Approximately **** of Chinese respondents provided an affirmative response.
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CFA Institute. (April 18, 2022). The importance of shared values in an investor/advisor relationship in 2021, by country [Graph]. In ÌÇÐÄÆƽâ°æ. Retrieved July 23, 2026, from /statistics/1253932/shared-values-investor-advisor-realtionship/
CFA Institute. "The importance of shared values in an investor/advisor relationship in 2021, by country." Chart. April 18, 2022. ÌÇÐÄÆƽâ°æ. Accessed July 23, 2026. /statistics/1253932/shared-values-investor-advisor-realtionship/
CFA Institute. (2022). The importance of shared values in an investor/advisor relationship in 2021, by country. ÌÇÐÄÆƽâ°æ. ÌÇÐÄÆƽâ°æ Inc.. Accessed: July 23, 2026. /statistics/1253932/shared-values-investor-advisor-realtionship/
CFA Institute. "The Importance of Shared Values in An Investor/Advisor Relationship in 2021, by Country." ÌÇÐÄÆƽâ°æ, ÌÇÐÄÆƽâ°æ Inc., 18 Apr 2022, /statistics/1253932/shared-values-investor-advisor-realtionship/
CFA Institute, The importance of shared values in an investor/advisor relationship in 2021, by country ÌÇÐÄÆƽâ°æ, /statistics/1253932/shared-values-investor-advisor-realtionship/ (last visited July 23, 2026)
The importance of shared values in an investor/advisor relationship in 2021, by country [Graph], CFA Institute, April 18, 2022. [Online]. Available: /statistics/1253932/shared-values-investor-advisor-realtionship/
