About 15% of affluent investors are considering a move within the next month. The most likely landing spot is Vanguard, followed by Fidelity and USAA, according to a new monthly survey by Phoenix Marketing International.
Active Affluent Investors Consider Changing Advisors
To continue, please sign in or become a member.
Join the BIC
MEMBERSHIP IS FREE
- Access to essential information that independent advisors need to make informed decisions
- Exclusive E-Newsletters delivering the latest headlines to your inbox
- Access to white papers, web seminars, blogs, discussion boards, and CE exams
Have an account?
SIGN IN HERE