The future of investment advice
Why combining trust and technology is key to attracting new generations of investors
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.
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 investors 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 have an opportunity to reimagine how human insight and digital innovation intersect to meet the changing expectations of investors. In doing so, they can maintain investor confidence, enhance satisfaction, and sustain a competitive edge.
Investment industry receives high marks for trust and satisfaction from investors overall
Despite technological advances, relationship-based advice is still important. But as younger generations seek more direct investment, the advisor relationship has to evolve to both preserve trust and retain clients.
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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