Trust and Transparency Matter Most in Wealth Management Relationships, TransUnion Survey Finds
TransUnion released survey findings indicating that trust and reputation are the primary drivers for investors selecting wealth management providers, surpassing fees and pricing as top considerations. The research found that 56% of investors are moderately to extremely concerned about fraud, highlighting a strategic opportunity for firms that offer identity protection and fraud prevention capabilities.
Key figures
- Survey participants
- 1000
- Investors citing fees
- 49%
- Transparency driving trust
- 56%
- Investable assets threshold
- 20000
- Investors ranking trust top
- 65%
- Investors concerned about fraud
- 56%
AI analysis
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.