The importance of shared values in an investor/advisor relationship 2021, by country

Survey respondents were asked to state the level of importance placed on sharing values such as political and religious views with their financial advisor. Participants from Canada noted the lowest importance of having shared views with a financial advisor. Respondents from China placed the highest emphasis on sharing common values. Approximately three-quarters of Chinese respondents provided an affirmative response.

调查对象被要求阐述在与财务顾问分享诸如政治和宗教观点等价值观方面所赋予的重要性等级。来自加拿大的受访者认为与财务顾问分享共同观点的重要性最低。来自中国的受访者则对分享共同价值观给予了最高的重视。大约四分之三的中国受访者给出了肯定的回答。