Trust and Transparency Matter Most in Wealth Management Relationships, TransUnion Survey Finds

CHICAGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- New research from TransUnion (NYSE: TRU) found that trust, reputation and transparency are the most important factors shaping how consumers choose and maintain relationships with wealth management providers. The findings highlight a significant opportunity for firms to differentiate themselves in an increasingly competitive and digital marketplace.

In a survey of 1,000 U.S. consumers with at least $20,000 in investable assets, TransUnion found that trust and reputation outweigh every other factor in choosing a wealth management provider. Nearly two in three (65%) current investors ranked trust and reputation among their top factors, compared with 49% who cited fees and pricing. Trust and reputation also topped the list for prospective investors, with 58% identifying them as a key consideration.