The future of investment advice
Why combining trust and technology is key to attracting new generations of investors
The investment industry is at a crossroads. As revealed in the 2025 Voice of Investor Satisfaction, Trust and Advocacy (VISTA) study, a KPMG independent study sponsored by SIFMA, investor expectations are shifting dramatically across generations. While eight in ten investors express satisfaction with the industry, younger generations are driving a fundamental shift towards transparency, digital capabilities, and self-directed investing.
Three powerful trends shaping the investment industry
As the investment landscape continues to evolve, firms are encouraged to develop hybrid investment models that balance human expertise with digital innovation. By doing so, firms can maintain investor confidence, drive satisfaction, and stay ahead of the competition.
Dive into our thinking:
The future of investment advice
Download 2025 VISTA study to gain a deeper understanding of the shifting investor landscape and the strategic implications for your organization.
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