Updated Monday, July 28, 2014 as of 10:36 PM ET
Practice - Mass Affluent
Active Affluent Investors Consider Changing Advisors
by: Donald Jay Korn
Friday, October 5, 2012

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, a research firm in Rhinebeck, N.Y.

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