Archive For "investors"

GWM August Insights: Mass Affluent Investor Sentiment Rebounds in July

Mass Affluent Investor Sentiment Rebounds in July, But HNW Investors Continue Sidelines Bias Rhinebeck, NY – The July 2015 GWM tracking data shows a strong spike of optimism towards the U.S. economy among Mass Affluent…

Read More...
Posted in: Press Releases, Financial Services
Tagged as: , , ,
No Comments | Comment on this post

Fidelity and Vanguard Top The “Short List” Of Providers Considered By Affluent Investors For Insurance and Investment Retirement Products

Semi-annual research conducted by Phoenix Marketing International among affluent investors highlights Fidelity and Vanguard as the perennial brand favorites for insurance and investment products to fund retirement. Other highly considered brands include American Funds, Charles…

Read More...
Posted in: Press Releases, Financial Services
Tagged as: , , , , ,
No Comments | Comment on this post

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…

Read More...
Posted in: Financial Services
Tagged as: , , , ,
No Comments | Comment on this post

IN THE WAKE OF THE RECESSION, WAKE-UP CALL ENSUES FOR THE AFFLUENT INVESTOR

Phoenix Marketing International’s Global Wealth Monitor Shows New Segment Emerging among Affluent: How “Taking Control” is the New Black Back in 2007 – only 6 years ago but a world away – we lived in…

Read More...
Posted in: Financial Services
Tagged as: , , , ,
No Comments | Comment on this post