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Research Questions Covered in this 57 Page Consumer and Competitive Study Include:

• In light of the volatile stock market, to what extent have investors moved to safer portfolio mixes?
• What percent of their portfolios do investors currently hold in insured deposits?
• What type of providers are consumers currently using for their non-retirement investments?
• Upon retirement, would consumers switch to another provider to handle their investments?
• What specific needs drive consumers to seek the assistance of a financial advisor for their retirement planning?
• What methods do consumers use to discuss and purchase retirement investments? Which is the preferred method?
• What are consumers preferences regarding the direction of their retirement funds?
• Do retired consumers have the same preference for the direction of their funds?
• How often have consumers adjusted or realigned their retirement investments?
• How many consumers have retirement investment portfolios that automatically adjust?
• Within the next two years, to what extent will anticipated retirement plan payouts be increasing?

Table of Contents

• Industry Trends in Investment Volume
• Competitive Action Summary
• The Non-Retirement Investments that Consumers Currently Hold
• Consumers Awareness of their Primary Financial Institution Offering Investment Services
• Consumers Consideration & Purchasing Trends for Investments from their Primary
• Type of Institution Consumers Currently Use for a Source of Non-Retirement Investments
• Consumers Retirement Investments & their Anticipated Payouts
• The Means of Communication Preferred by Consumers to Discuss Investments with an Advisor
• Summary of Key Findings

Methodology

Commissioned by over 200 financial institution clients of the Raddon Financial Group (RFG), this syndicated research study explores consumer demand and usage of investment and retirement products.

Based upon 1,175 survey responses of a randomly drawn sample of members of a nationally representative direct mail panel, the consumer responses used in this study were weighted to reflect the nation’s demographic composition. The study’s confidence interval for any proportion gathered in the survey is in a range of 1.6% to 2.9% at the 95% level of confidence.

Optional Data Tabulations

RFG will provide a customized set of data tabulations using a segmentation scheme based on specific variables.