Research Shows Baby Boomers Worry About Financial Legacy
DDI: 118
I enjoy comprehensive studies like these. Here we have access to the full study that Harris conducted for a financial planning client. Included in the PDF are quotes from the qualitative portion and a well-written summary of the well-executed survey of baby boomers. The Data Dump Index for the study is 118, well-above average for other comparable research studies but stymied only for the lack of media coverage to date (the study was released in January 2006).
Unless consumer awareness of this study rises in the near-term, this study will only marginally affect The Data Dump Index of financial services providers of retirement plans. Thus, consumer perceptions and attitudes toward Fidelity (Data Dump Index: 142), T. Rowe Price (DDI: 138), Vanguard (DDI: 133), and others in this market are likely not impacted. Direct marketers to customers of these companies should examine this Harris study carefully, however, for long-term strategic planning on how to best target retirees and understand their opinions about financial planning.
I enjoy comprehensive studies like these. Here we have access to the full study that Harris conducted for a financial planning client. Included in the PDF are quotes from the qualitative portion and a well-written summary of the well-executed survey of baby boomers. The Data Dump Index for the study is 118, well-above average for other comparable research studies but stymied only for the lack of media coverage to date (the study was released in January 2006).
Unless consumer awareness of this study rises in the near-term, this study will only marginally affect The Data Dump Index of financial services providers of retirement plans. Thus, consumer perceptions and attitudes toward Fidelity (Data Dump Index: 142), T. Rowe Price (DDI: 138), Vanguard (DDI: 133), and others in this market are likely not impacted. Direct marketers to customers of these companies should examine this Harris study carefully, however, for long-term strategic planning on how to best target retirees and understand their opinions about financial planning.
posted by Darren Bosik at
Monday, March 27, 2006
