Affluent U.S. Pre-Retirees Report Greater Resilience to Market Turmoil

Latest research among affluent individuals purchasing diversified insurance and investment products for their retirement shows that the share “in market” to make a near-term change with their investment advisor(s) or portfolio strategy has dropped from 73% in November 2009 to 43% thi…

The Most Successful Retail Banking Ads in 2010 Conveyed a Credible Brand With a Clear and Succinct Main Message That Was Personally Relevant to the Targeted Audience

A recent examination of 323 print and 196 TV ads exposed to retail banking customers last year in the U.S. shows there is no single “correct” pathway leading to success; however, strong executions fell along a continuum from brand recognition to personal reassurance to customer empowerme…

Hawaii Again Tops in Millionaires Per Capita

Phoenix Marketing International research shows top four states in millionaires per capita unchanged in 2010
RHINEBECK, N.Y., Sept. 29, 2010 — The Phoenix Affluent Marketing Service, a Phoenix Marketing International practice, today released their annual ranking of millionaires per capita…

Name Recognition, Absent Positive Investor Sentiment Toward the Brand, Is Ineffective Among Affluent Investors

Among the top ten most widely known brand names, only Charles Schwab and Fidelity achieve high name recognition, positive sentiment among affluent investors, and stellar customer satisfaction/loyalty
RHINEBECK, N.Y., Sept. 28, 2010 — New research from Phoenix Marketing International show…

Phoenix Marketing International Research Shows Rebound in Number of Very Wealthy Households in U.S.

Ultra High Net Worth Increase by 16% After Two-Year Declines
RHINEBECK, N.Y., Sept. 17, 2010 — The Phoenix Affluent Marketing Service, a Phoenix Marketing International practice, announced today the number of penta-millionaires in the U.S. increased by 16% as of mid-year 2010.
Phoenix’…

What Financial Services Advertising Makes a Difference With Affluent Investors?

A recent study by Phoenix Marketing International shows that one-in-four affluent investors report financial services advertising as most important for learning about brand offerings and most relevant for helping them to achieve their financial and investing goals
RHINEBECK, N.Y., May 24, 2010 &#…

Affluent Investors’ Growing Appetite for Exchange Traded Funds (ETFs) Is Fueled by Alignment of Their Investment Goals with ETFs Offered by Full-Service Brokerage Companies Rather than Specialist Firms or by Commission Discounts

Despite recent trade commission “wars” among firms waiving fees for qualified ETFs, the promotion by full-service brokerage companies of strategically invested funds tracking large market indices that can also be traded online connects with a majority of affluent investors who view t…

Affluent Investors Seek Brands That Demonstrate Trustworthiness and Resilience

Latest research from Phoenix Marketing International shows what affluent investors consider to be effective advertising, how they evaluate financial services firms offering retirement products and services, brand penetration among (and market association with) seven investment and insurance…

Financial Advisors Most Apt to Recommend Firms Viewed as Ethical and Trustworthy During the Economic Crisis

Latest research from Phoenix Marketing International shows what constitutes effective advertising directed toward financial advisors, how advisors evaluate financial services firms offering investment and insurance products, advisors’ likelihood to recommend these firms to their cli…

Online Investors Report Optimism for Their Financial Future and Reliance on the Internet for Trading Research, yet Most Are Not Impressed by Online Advertising

Phoenix Marketing International study shows that less than one in five foresee their financial situation next year as worse than today and give as much attention to online advertising as other media
RHINEBECK, N.Y., Nov. 9, 2009 — Phoenix Marketing International, one of the fastest-growing res…