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How US Online Investors Rate Their Firms On Retirement Planning

Edward Jones, Independent Advisors, And Vanguard Rank Highest

April 3, 2009


Why Read This Report

More than half of all US investors are worried that they won't have enough money to retire comfortably. When we ask clients to rate investment firms' ability to prepare them for retirement, Edward Jones, independent financial advisors, and Vanguard lead the pack. What makes a firm well qualified? Investors want institutional stability, a history of strong performance, customer advocacy, and personal advice.

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Table of Contents

  • US Investors Are Worried About Retirement Planning
  • The Firms Clients Feel Are Most Qualified To Prepare Them For Retirement
  • Supplemental Material
  • Related Research Documents

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