Opinion on Financial Services in North America

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Type Product title / description Pub Price
CommentWire
CommentWire

UBS: Citigroup's woes could be wealth management opportunity

UBS' [UBS] results show a 37% increase in UBS Wealth Management's pre-tax profits for the first nine months of 2004, with record levels of invested assets and continued investment in expansion and recruitment. Having returned to the Japanese market during Citigroup's [C] recent regulatory troubles there, the wealth manager now has a significant opportunity that could propel it to greater heights.

Published By Datamonitor
03 Nov 2004
CommentWire
CommentWire

UBS/EnronOnline: customers once bitten, twice shy

Despite UBS' AA+ credit rating, rebuilding the shattered confidence of former EnronOnline clients will be a tall order for the Swiss bank. It has been successful in retaining Enron employees, including senior staff, but many customers have already defected to healthier rivals following the collapse.

Published By Datamonitor
12 Feb 2002
Expert View
Expert View

UBS returns to vanilla wealth management

The global financial system is opening up in the wake of the financial crisis, with information exchanges between countries becoming more common and the regulatory burden for companies and asset managers increasing. Therefore it should come as no surprise that UBS has started retreating from some of its offshore centers to refocus on its roots as a boring but trusted wealth manager.

Published By Datamonitor
29 Nov 2012
Expert View
Expert View

Toronto-Dominion Bank: the Canadians are coming!

Canada-based Toronto-Dominion Bank is contemplating a move into the US wealth management market as it looks for a new customer base for its mutual funds and financial advice. Value chain migration is the route to wealth management clients, but finding them is only the first step.

Published By Datamonitor
01 Feb 2012
Expert View
Expert View

Think big for cashless payments

The concept of cashless transactions appeals to consumers and suppliers alike. It reduces the overheads of handling cash, cuts down on the risk of theft, and the inconvenience of having to find the right amount of change for a vending or car park machine. However, there are a few things that every organization should know about cashless payments before committing to such a scheme.

Published By Datamonitor
05 Sep 2006
Expert View
Expert View

The US: a major boost for contactless payments via transit applications

The Chicago Transit Authority is preparing a request for the development of a contactless fare collection system by means of open-loop payment and prepaid cards. If this development materializes, industry players are more likely to repeat the same model in other markets, which would symbolize a major boost for contactless payments worldwide.

Published By Datamonitor
28 Aug 2009
Expert View
Expert View

The retention of 600 Morgan Keegan advisors highlights the advisor support network of Raymond James

Raymond James has completed the acquisition of Morgan Keegan, with over 600 of the latter's advisors agreeing to remain with the combined firm. Raymond James has already launched the Advisor Mastery Program to develop future advisors, and a social media compliance partnership has further increased its attractiveness.

Published By Datamonitor
12 Apr 2012
Expert View
Expert View

The regulatory future for ETFs

The huge losses incurred at UBS in September 2011 by an ETF trader have posed questions as to the adequacy of the regulation of the increasingly popular investment product. The recent statement by BlackRock, backing calls for regulatory improvements, points to imminent changes: the question is, what will those changes be? Datamonitor has an opinion.

Published By Datamonitor
06 Oct 2011
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Expert View

The Red Queen dilemma: can the insurance industry resolve it?

Following the financial crisis, the landscape of the insurance industry has changed. Due to the Red Queen dilemma, players are going to have to adapt quickly to the changing market, but some have not even yet realized that this is necessary. Research by Ovum reveals that insurers' awareness of the dilemma and ability to deal with it vary by geographic location.

Published By Datamonitor
18 Aug 2010
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Expert View

The mobile money market must offer better value to replicate its success in the developing world

A survey carried out by the World Bank, the Gates Foundation, and Gallup reveals significant differences in mobile money usage between low- and high-income countries, with usage much higher in less developed economies, particularly in sub-Saharan Africa. Higher-income countries are lagging behind in developing these services, but these markets pose a different challenge.

Published By Datamonitor
11 May 2012

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