Opinion on Financial Services in United States

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Type Product title / description Pub Price
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Self-directed investors still need help

The mass affluent segment is believed to be the primary target group for robo-advisors and brokerage platforms. But some HNW individuals also opt to self-direct. The key is to develop a successful strategy when approaching them.

Published By Datamonitor
23 Apr 2015
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Expert View

Charles Schwab's robo offering not for HNW investors

Schwab Intelligent Portfolios took just three weeks to attract over $500m in client assets. The US giant's entrance into the robo-advisor space will further accelerate the growing popularity of these services, but not necessarily among HNW investors.

Published By Datamonitor
02 Apr 2015
Expert View
Expert View

Equities finally return UK HNW investors' affection

UK high net worth (HNW) investors hold over two thirds of their portfolios in equities - double the global average. After a volatile 2014 this risk-seeking attitude is starting to pay off, but wealth managers must be on guard.

Published By Datamonitor
25 Mar 2015
Expert View
Expert View

Investors still prefer the human touch

Retail investors would likely fare better by putting their money into index funds, but many still prefer to trust human judgment when making their investment decisions.

Published By Datamonitor
04 Mar 2015
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US stock market peaks, but investors need alternatives

US stock prices have already tripled since panicky March 2009. There is nothing more exciting for investors than a bullish market, but wealth managers have to start thinking about rebalancing their clients' portfolios.

Published By Datamonitor
19 Feb 2015
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Expert View

Lending Club justifies the hype

The US peer-to-peer (P2P) provider Lending Club's new tie-up with Alibaba, just weeks after its successful initial public offering (IPO), offers proof that P2P lending is evolving from a niche concept into a mainstream source of finance.

Published By Datamonitor
03 Feb 2015
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Reserve gives dining out Uber makeover

Reserve's elimination of the traditional diner-waiter payment process from the restaurant experience highlights a growing trend among service providers looking to streamline the way in which consumers transact. However, doing so has its drawbacks.

Published By Datamonitor
21 Jan 2015
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Google gets second chance in mobile payments

Google is making another play into the mobile proximity payments market, having entered into talks to buy Softcard (formerly known as ISIS) from its US telco owners.

Published By Datamonitor
21 Jan 2015
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Digit takes the effort out of saving

Recently launched Digit, based in the US, aims to help consumers manage their money by automatically moving surplus funds into a savings account. This service should particularly appeal to younger consumers who find it hard to save.

Published By Datamonitor
15 Jan 2015
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Expert View

Insurers should take a leaf out of American books

American insurers are using apps to get home owners engaged with managing their home contents insurance - a lesson that UK insurers should take heed of.

Published By Datamonitor
05 Jan 2015

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