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Communication channels preferred by clients of independent registered investment advisors (RIAs) in the United States in 2018, by generation

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Sources

Release date

January 2019

Region

United States

Survey time period

November 27 to December 13, 2018

Number of respondents

302 respondents

Special properties

Independent registered investment advisors (RIAs)

Method of interview

Telephone interview

Citation formats

Preferred communication channels of RIA clients in the U.S. 2018, by generation

Published by K. Scholle, Jan 11, 2019
This statistic presents the distribution of communication channels preferred by clients of investment firms in 2018, by generation. In that year, seniors most favored telephone calls (** percent of the respondents) and in-person meetings (** percent), while Millennials would rather receive and email (** percent) or text message (** percent).
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