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August 26, 2009, Featured Articles, Research, Advisors/Planners/Reps , Marketing/Advertising
What Affluent Investors Want
About one-third of affluent investors make all their own retirement decisions, the Phoenix study showed.
“Affluent investors demand trustworthiness, ethical business standards, and financial strength,” said Kristina Terzieva, Phoenix Product Manager for the semi-annual Phoenix Retirement Services Study. “Firms must also make it easy for investors to manage their retirement portfolios and demonstrate that they care about their customers,” she added.
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