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Research Questions Covered in this 54 Page Consumer and Competitive Study Include:

• Equity mutual fund dollar volume
• Consumer awareness of investment options
• Consumer use of PFI to purchase stocks or mutual funds
• Consumer purchase potential
• Why consumers will not use their PFI for investments
• How interested are consumers in professional advice vs. self managed accounts
• How has the stock market decline changed attitudes about the market
• What type of rally will lead consumer back to the market

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
• 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 insurance products.

Based upon 1,155 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 1.7% 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.