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What drives a successful advisor-investor relationship?
To understand this question, we studied three facets of growth and satisfaction in the relationship in our annual Fidelity Investor Insights Study and we identified ten macro factors for a successful advisor-investor relationship.
- The 2020 Fidelity Investor Insights Study was conducted during the period October 15 through October 24, 2020. It surveyed a total of 1,181 investors, including 560 millionaires. The study was conducted via a 25-minute online survey, with the sample provided by Brookmark, a third-party firm not affiliated with Fidelity. Respondents were screened for a minimum level of investable assets (excluding employer-sponsored retirement assets and primary residence), age, and income levels.