Archive For "Financial Services"

GWM October Newsletter: Economic optimism declined in September from August highs; investing outlook was more cautious

In September, the GWM Economic Optimism trend line declined five percentage points among the Mass Affluent (down to 54%), and also declined among HNW investors (down four points to 62%). Full report…

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Posted in: Financial Services
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GWM September Newsletter: Economic Optimism Index reached a six-month high in August

The GWM Economic Optimism Index reached a six-month high in August among both key investor segments. GWM Investment Optimism increased from July among the Mass Affluent; declined among HNW investors. Full Report….

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Posted in: Financial Services
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Phoenix to Acquire SYNERGISTICS Research Corporation

Acquisition allows Phoenix to aggressively expand and complement existing financial services syndicated research with market and operational focused studies Phoenix Marketing International, (http://phoenixmi.com/), a global market research firm, today announced the acquisition of SYNERGISTICS Research…

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Phoenix Marketing International Bolsters Research Team

Ina Mier y Terán Sheppard comes on as SVP and Managing Director of Qualitative Research and Olivia Ester joins the team as VP of Financial Services Rhinebeck, NY –  Phoenix Marketing International (PMI), a leading…

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Posted in: Financial Services, New Hire
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DECLINE IN AFFLUENT BROKERAGE/FUND INVESTORS’ INDUSTRY ENGAGEMENT STABILIZES FOR EARLY SUMMER

Monthly research conducted by Phoenix Marketing International among brokerage/fund investors also indicates their continued interest with investigating online trading providers and with opening an additional account.  Phoenix Marketing International, one of the top research companies…

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Posted in: Financial Services
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