Affluent pre-retirees now report greater stability with their investment situation than two years ago, according to a new report by Phoenix Marketing International.

The research company surveyed 4,800 pre-retirement investors between the ages of 35 and 64 with household incomes and investable assets of at least $100,000.

"Our historical data indicate much greater resilience to market turmoil than we observed in the fall of 2009," said Kristina Terzieva, program director for the financial services study.

Continue Reading for Free

Register and gain access to:

  • Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
  • Educational webcasts, white papers, and ebooks from industry thought leaders
  • Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.