CSA Investor Survey 2016

Investors’ primary source of investment information is their advisers -

  • 70% of investors used their investment adviser as a source of information when they last looked for investing information.
  • Just over a quarter looked for information from traditional media outlets (27%), their bank or financial institution’s website (26%), and family and friends (26%).
  • Looking at all sources together, 43% of investors are classified as relying almost solely on their investment adviser for advice.

At the same time, 3-in-5 investors (58%) say that they did not check their adviser’s registration.


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