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7 Things To Know About Mutual Fund Owners

TedTed
in The Bullpen
FYI: Among the 63% of households that own mutual funds outside of retirement plans, 49% bought them from an investment professional:
27% from a broker
24% from an independent financial adviser
19% from a bank or savings bank representative
10% from an insurance agent
7% from an accountant.

Thirty-three percent of the households that hold mutual funds outside retirement plans purchased their mutual funds directly, with 19% going straight to the mutual fund company and 22% using a discount broker.
Regards,
Ted
https://www.investmentnews.com/gallery/20181129/FREE/112909998/PH/7-things-to-know-about-mutual-fund-owners

1. Retirement Rules
2. Generational Differences
3. Role Of Advisers And Brokers
4. Workplace Plans
5. Multiple Funds
6. Education
7. Income
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