Questions asked to financial advisors from their clients over past six months in the United States as of March 2024

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Release date

May 2024

Region

United States

Survey time period

March 4 to April 3, 2024

Number of respondents

208 respondents

Special properties

Financial advisors

Method of interview

Online survey

Citation formats

Most common inquiries of financial advisors' clients in past six months U.S. 2024

Published by K. Scholle, Aug 1, 2024

As of 2024, the effect of the inflation on investment portfolios was one of the leading concerns for financial advisors' clients in the United States. Of the advisors surveyed, ** percent were asked about this topic by their clients. The effects of interest rates on financial decisions was the top concern, however, with ** percent of the respondents.

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