Phoenix Marketing International Finds a Drop in Affluent Brokerage/Fund Investors’ Industry Engagement Attributed to IRA Season

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Monthly research also indicates a decline in share over the next three months expecting to expand account relationships or find an advisor.

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. Click here to view findings or see the graph to the right.

The Phoenix study polls 2,200+ 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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