Raddon Chart of the Day, December 22, 2011

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Raddon Chart of the Day, December 22, 2011

  1. 1. Raddon Chart of the Day December 22, 2011 Consumers That Have Purchased Investment Services From Their PFI TrendSource: Raddon Financial Group, National Consumer Research – Fall 2011©2011 Open Solutions Inc. Raddon Financial Group (RFG) is a business unit of Open Solutions Inc. www.raddon.com | 800.827.3500
  2. 2. Raddon Chart of the Day December 20, 201175% Consumers Awareness of PFI Offering Investment Services Trend 57% 54%50% 44% 49% 50% 49% 50% 48% 48% 47% 44% 41% 38% 36% 36% 33% 34% 34% 34% 29% 29% 30%25% 20% 20% 21% 16% 17% 16% 16% 17% 16% 15% 14%0% 2000 2001 2002 2003 2004 2005 2006 2007 2008 2010 2011 RFG Study Primary Offers Primary Does Not Offer Do Not Know Source: Raddon Financial Group, National Consumer Research – Fall 2011 ©2011 Open Solutions Inc. Raddon Financial Group (RFG) is a business unit of Open Solutions Inc. www.raddon.com | 800.827.3500
  3. 3. Raddon Chart of the Day December 12, 2011 Investment Household Trend 60% 16,000 13,896 57% 12,302 55% 55% 12,000 11,679 54% 10,851 10,569 10,021 10,080 10,387 52% 9,275 9,712 51% 51% 50% 49% 8,000 7,592 49% 48% 47% 4,000 40% 0 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 RFG Study Households with Any Investment Dow Jones Industrial AverageSource: Raddon Financial Group, National Consumer Research – Fall 2011©2011 Open Solutions Inc. Raddon Financial Group (RFG) is a business unit of Open Solutions Inc. www.raddon.com | 800.827.3500
  4. 4. Raddon Chart of the Day December 7, 2011 Consumers’ Personal Situation Relative to a Volatile Stock MarketHave Not Changed Investment Portfolio 32% Moved Some Money/Safer Mix 15% Moved All Money 3% Do Not Have Investments 50% 0% 10% 20% 30% 40% 50% 60%Source: Raddon Financial Group, National Consumer Research – Fall 2011©2011 Open Solutions Inc. Raddon Financial Group (RFG) is a business unit of Open Solutions Inc. www.raddon.com | 800.827.3500
  5. 5. Raddon Chart of the Day December 1, 2011 Consumers’ Participation in a Work-Related Retirement Plan Participate in Such a Plan 44% 56% Do Not Participate in Such a PlanSource: Raddon Financial Group, National Consumer Research – Fall 2011©2011 Open Solutions Inc. Raddon Financial Group (RFG) is a business unit of Open Solutions Inc. www.raddon.com | 800.827.3500
  6. 6. Raddon Chart of the Day November 29, 2011 Consumers’ Current Status Regarding Retirement 27% Currently Retired Retire within the Next 5 Yrs. 64% Will Not Retire for More 9% than 5 Yrs.Source: Raddon Financial Group, National Consumer Research – Fall 2011©2011 Open Solutions Inc. Raddon Financial Group (RFG) is a business unit of Open Solutions Inc. www.raddon.com | 800.827.3500
  7. 7. Raddon Chart of the Day November 21, 2011 Consumers’ Attitude About the Stock Market Stock Market Will Rebound/Best 31% Place for Long-Term Invest. Opportunities 49% Stock Market No Longer the Place to Invest Do Not Know 20%Source: Raddon Financial Group, National Consumer Research – Fall 2011©2011 Open Solutions Inc. Raddon Financial Group (RFG) is a business unit of Open Solutions Inc. www.raddon.com | 800.827.3500
  8. 8. Raddon Chart of the Day November 17, 2011 Consumers’ Preference for an Online Trading Firm Lowest Possible Stock Trading Fees 45% 55% Offers Wide Investment Selection/Does Not Have Lowest Trading FeesSource: Raddon Financial Group, National Consumer Research – Fall 2011©2011 Open Solutions Inc. Raddon Financial Group (RFG) is a business unit of Open Solutions Inc. www.raddon.com | 800.827.3500
  9. 9. Raddon Chart of the Day November 15, 2011 Consumers’ Online Trading Status and Interest in an Online Trading Service60% 56%50%40% 31%30%20% 9%10% 5% 0% Currently Trade Previously Traded Do Not Trade Not Comfortable Online Online/Not Currently Online/Would Using an Online Consider Using Brokerage ServiceSource: Raddon Financial Group, National Consumer Research – Fall 2011©2011 Open Solutions Inc. Raddon Financial Group (RFG) is a business unit of Open Solutions Inc. www.raddon.com | 800.827.3500
  10. 10. Raddon Chart of the Day November 10, 2011 Consumers’ Comfort Level in Making Investment Decisions 46% 54% Prefer to Receive Advice Comfortable Making Own DecisionsSource: Raddon Financial Group, National Consumer Research – Fall 2011©2011 Open Solutions Inc. Raddon Financial Group (RFG) is a business unit of Open Solutions Inc. www.raddon.com | 800.827.3500
  11. 11. Raddon Chart of the Day November 9, 2011 Consumers’ Satisfaction with Current Savings Level40% 34% 30%30% 27%20%10% 9%0% Very Comfortable Somewhat Somewhat Very Uncomfortable Comfortable UncomfortableSource: Raddon Financial Group, National Consumer Research – Fall 2011©2011 Open Solutions Inc. Raddon Financial Group (RFG) is a business unit of Open Solutions Inc. www.raddon.com | 800.827.3500
  12. 12. Raddon Chart of the Day November 7, 2011 Consumers’ Personal Situation 30% 28% In The Next Six Months 25% 22% 21% 20% 19% 19% 18% 17% 16% 16% 15% 10% 10% 5% 0% Better Shape Worse Shape Fall 07 Fall 08 Fall 09 Fall 10 Fall 11Source: Raddon Financial Group, National Consumer Research – Fall 2011©2011 Open Solutions Inc. Raddon Financial Group (RFG) is a business unit of Open Solutions Inc. www.raddon.com | 800.827.3500
  13. 13. Raddon Chart of the Day November 2, 2011 Consumers’ Current Spending Habits Compared To One Year Ago 8% Spending More 54% 38% Spending the Same Spending LessSource: Raddon Financial Group, National Consumer Research – Fall 2011©2011 Open Solutions Inc. Raddon Financial Group (RFG) is a business unit of Open Solutions Inc. www.raddon.com | 800.827.3500
  14. 14. Raddon Chart of the Day November 1, 2011 Consumers’ Current Savings Habits Compared To One Year Ago 18% 40% Saving More Saving the Same Saving Less 42%Source: Raddon Financial Group, National Consumer Research – Fall 2011©2011 Open Solutions Inc. Raddon Financial Group (RFG) is a business unit of Open Solutions Inc. www.raddon.com | 800.827.3500
  15. 15. Raddon Chart of the Day October 25, 2011 Consumers’ Economic Expectations For The Next Six Months70%60% 59%50% 48% 46%40% 39% 30%30% 24% 27% 19% 23%20% 21%10% 12% 15% 18% 6% 9% 7% 0% Spring 08 Fall 08 Spring 09 Fall 09 Spring 10 Fall 10 Spring 11 Fall 11 Better Shape Worse ShapeSource: Raddon Financial Group, National Consumer Research – Fall 2011©2011 Open Solutions Inc. Raddon Financial Group (RFG) is a business unit of Open Solutions Inc. www.raddon.com | 800.827.3500
  16. 16. Raddon Chart of the Day October 24, 2011 Consumers’ Opinion Regarding The Current State Of The Economy 13% Not Sure 11%Definitely See Evidence That the Economy 5% Is Improving 6%Just Begun to See Signs That the Recession 12% Is Ending 21% See No Evidence That the Recession Is 69% Over 61% 0% 10% 20% 30% 40% 50% 60% 70% 80% Fall 11 Spr. 11Source: Raddon Financial Group, National Consumer Research – Fall 2011©2011 Open Solutions Inc. Raddon Financial Group (RFG) is a business unit of Open Solutions Inc. www.raddon.com | 800.827.3500

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