Decline In Affluent Brokerage/Fund Investors’ Industry Engagement Stabilizes For Early Summer, Finds Phoenix Marketing International

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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 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 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.

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John Duggan
Phoenix Marketing International
508-315-6184
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