Retirement Planning Assistance Top Of Mind Of Affluent Investors
Contributing to an existing IRA, seeking assistance for retirement planning, or investigating online trading providers were the most frequently reported changes planned by investors in 3Q12. Activities least frequently to occur include closing all accounts and terminating all brokerage relationships, close an account but not terminate the relationship, and open a new IRA. So which affluent investors in 3Q12 anticipate making a change? “Our historical monthly data show that investors who are in market for a change are younger than investors who are staying put (30.2% vs. 15.8% under age 50) and they are more likely to place 4+ online trades each month (24.0% vs. 11.7%),” stated
With 41% of affluent investors in 3Q12 planning to establish a new relationship with a financial investment firm or investigate online trading providers, the
The
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Copyright: | (c) 2012 PRWEB.COM Newswire |
Source: | PR Web |
Wordcount: | 513 |
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