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Conducted earlier this year, the
Among affluent pre-retirees planning to make a change in the next month, meeting with their financial advisor or finding out more about retirement products and services or making a change with their investment strategy are the most frequently anticipated activities. Lowest on the “to do” list are changing their financial advisor(s) or closing an investment account, but not terminating the brand relationship. “One area in which we have noticed little historical change among affluent pre-retirees is with their preferred approach toward making retirement decisions. One-third currently view themselves as self-directed investors, another one-third use financial advisors for specialized needs, one-fourth regularly consult an advisor, and the remaining ten percent or so rely on their advisor to make most retirement planning decisions,” added Terzieva.
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The second 2011 study among affluent pre-retirees will soon be administered; there is still time for brands offering diversified insurance and investment products to participate, and results will be available in