Monthly research conducted by Phoenix Marketing International among brokerage/fund investors indicates a larger share within the next three months expecting to invest/plan for their retirement, and to look into online brokers.
Rhinebeck, NY – Phoenix Marketing International (www.phoenixmi.com), one of the top research companies in the U.S., released its monthly Affluent Brokerage/Fund Investors’ Industry Engagement Index accompanied by anticipated short-term account behavior within the next three months. Findings are shown below.
The Phoenix study polls 2,100+ affluent individual investors each month about their impression and consideration of numerous financial services brands including mutual fund companies, full-service and discount brokerages, insurance companies, and banks that sell investment services and products. A partial list of tracked brands includes AIM Investments, American Century Investments, American Funds, Ameriprise Financial, Bank of America, BlackRock, Charles Schwab, Edward Jones, E*Trade, Fidelity, Franklin Templeton, Genworth Financial, ING DIRECT (Sharebuilder), iShares, Janus, and John Hancock. Other companies for which Phoenix has multi-year history on brand health and advertising performance include Merrill Lynch, MetLife, Morgan Stanley Smith Barney, Oppenheimer, Prudential Financial, Putnam, Raymond James, Riversource, Scottrade, T. Rowe Price, TD Ameritrade, TIAA-Cref, UBS, USAA, Vanguard, Wachovia, Wells Fargo Bank, and Wells Fargo Advisors.
Phoenix Marketing Contact:
VP/Sales and Marketing