Phoenix Finds Affluent Brokerage/Fund Investors’ Industry Engagement Shows Continued Improvement

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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.

Phoenix Marketing International, 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 on the graph to the right or by clicking here.

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:
John Duggan
VP/Sales and Marketing
508-315-6184
John.Duggan(at)PhoenixMI(dot)com

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John Duggan
Phoenix Marketing International
508-315-6184
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