VISTA Study Finds Strong Investor Confidence in Financial Industry

KPMG LLP released the 2026 Voice of Investor Satisfaction, Trust, and Advocacy (VISTA) study for the Securities Industry and Financial Markets Association (SIFMA). The report surveyed 2,123 US individual investors who held at least $100,000 in investable assets. Findings showed that 83 percent of respondents are satisfied the industry is meeting their needs, and 82 percent are satisfied with their firms' ethical standards.

The study suggests that investor confidence in the financial industry remains strong, resting on trusted guidance. This conclusion counters narratives of significant disruption driven by technology and expanded product choice within the advice industry.