Opinion on Financial Services in United States

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Type Product title / description Pub Price
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SCOTUS ruling a client acquisition opportunity

The recent US Supreme Court ruling is a watershed civil rights development, but it also presents an ideal client acquisition opportunity. Wealth managers must ensure advisors are primed to provide advice to the wave of newlywed same-sex partners.

Published By Datamonitor
30 Jun 2015
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Expert View

Aspiration and reality clash in HNW inheritance planning

High net worth (HNW) individuals are keen to secure the financial future of their offspring, but are often unsure of the preparations they need to make. Wealth managers can capitalize by guiding their clients on how to pass their assets on to the next generation.

Published By Datamonitor
23 Jun 2015
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Expert View

Strong management essential for insurance acquisitions

Having the right management in place is vital to the success of any broker acquisition, as Arthur J. Gallagher is finding out following the departure of two senior executives.

Published By Datamonitor
09 Jun 2015
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US consumers want Touch ID

Chase Bank's incorporation of Touch ID into its mobile app highlights a growing trend among banks and other payment providers looking to biometrics to combat fraud without compromising the convenience that mobile payments and banking provide.

Published By Datamonitor
08 Jun 2015
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Why do US millionaires always want more?

According to UBS Investor Watch 2Q 2015, while millionaires in the US are more satisfied with their standard of living when their net worth increases, they are still not completely happy with their situation.

Published By Datamonitor
15 May 2015
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Expert View

PayPal aims for seamless e-commerce

In the US PayPal has announced the extension of its One Touch checkout services from mobile apps to web browsers, bringing greater convenience to e-commerce.

Published By Datamonitor
06 May 2015
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Expert View

Not all millionaires enjoy investing

While millionaires may have ample funds to invest and grow, not all of them find investing worthy of their time or effort. According to UBS Wealth Management's Investor Watch 1Q2015, only 30% of US millionaires actually enjoy investing.

Published By Datamonitor
06 May 2015
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Expert View

Alipay flies to foreign climes

Alipay's partnership with US airline Delta will clear the skies for the Chinese payment tool's expansion into foreign markets, on the back of rising international tourism demand among affluent Chinese consumers.

Published By Datamonitor
06 May 2015
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Expert View

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

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