Unlock the Future of Wealth Management with the 2025 Investor Engagement Survey
Discover actionable insights into investor preferences and elevate your wealth management firm to build stronger, more trusted relationships.
Trust is paramount
Trust remains the cornerstone of investor-advisor relationships. A significant 72% of investors say trust is the most important factor when choosing an advisor. Notably, broken trust is the leading reason investors seek new advisors, even more than poor investment performance.
Communication preferences are evolving
While PDFs and printed documents remain the norm for presenting financial advice, younger investors express a growing preference for interactive digital dashboards that provide real-time insights and education.
Personalization is non-negotiable
Personalized advice is no longer optional—90% of investors prefer tailored investment proposals over standardized options. Millennials and Gen X investors are particularly focused on working with advisors who empower them with financial knowledge and tools, to help take a more active role in their financial planning.
The 2025 Investor Engagement Survey, conducted by CapIntel in partnership with Logica Research, sheds light on the evolving priorities of investors and the key opportunities for financial advisors to meet their needs.
