Archive For "affluent investors"

Affluent Investors Unfazed by Recent Stock Market Volatility

Early results from the Phoenix Marketing International’s Global Wealth Monitor survey for September show that the  majority of affluent U.S households chose to ride out the the recent stock market volatility after consulting with their advisors….

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March GWM Insights: Economic sentiment dips in February, Affluent households embrace technology

This data was also featured on Financial Planning Rhinebeck, NY – Phoenix Marketing International’s Global Wealth Monitor (GWM) provides detailed analysis of the behaviors influencing Affluent & High Net Worth (HNW) investor decisions and markets. Affluent and HNW households were overwhelmingly positive…

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February FS Insights: Chase and Charles Schwab with top ads, sponsorship & brand impression & more

Affluent Investors Rate Recommendation from FA as Most Important Source of Information About Retirement Products/Services The semi-annual DIIP study probes affluent investors about their perception of companies providing insurance and investment products to fund retirement….

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