Honest
89%
Trustworthy
86%
Has my best interests in mind
86%
Knowledgeable
85%
Increased financial security
82%
Understands my goals
81%
Increases returns
80%
Expert advice
80%
Understands my situation
79%
Easy to understand statements
79%
Has tools
77%
Unbiased
74%
Understands my level of financial knowledge
73%
Investment recommendations
72%
Advice for beginners
69%
Non-judgemental
68%
Advice for experienced investors
66%
Uses algorithms
56%
Personal connection
48%
Does all the work for me
47%
Source: Affluent Millennial Investing Survey