Archive For "Financial Services"

Wealth and Affluent Monitor Insights: Economic outlook declines sharply in May, especially among Mass Affluent

Our June¬†Wealth and Affluent Monitor shows the gloomy outlook on the U.S. economy appeared to have more impact on HNW investors than their Mass Affluent counterparts. The W&AM Investment Optimism trend line continued declined by…

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Wealth & Affluent Monitor Insights: HNW investors were more upbeat on the economic and investment climate

While general consumer confidence in economic conditions fell slightly in April, including among Mass Affluent, the Wealth & Affluent Monitor Economic Optimism trend line continued to improve among HNW investors. Continue Reading….

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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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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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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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