Latest Intelligence in North America

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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
Expert View
Expert View

Fintech 2.0: from disruption to collaboration

The dynamics between venture capitalists, start-ups, and incumbents are changing, as each player recognizes that more will be achieved through collaborating than by competing.

Published By Datamonitor
30 Jun 2015
Expert View
Expert View

Analyst Interview: The Global Underbanked

Retail Banking Analyst Sean Harrison has been working on our "The Global Underbanked: Opportunities and Challenges" report. Here we ask him about what he discovered in his research and the key trends to look out for over the course of the year.

Published By Datamonitor
30 Jun 2015
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Expert View

Global commission model in retreat

Canada has become the latest jurisdiction to consider banning the commission advice model, with the publication of the Brondesbury Report confirming that investors often lose out under this system.

Published By Datamonitor
23 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
Expert View
Expert View

Retail investors are looking for liquid alternatives

With HNW investors keen to see both return and diversification benefits, wealth managers must ensure their propositions provide the opportunity for alternative investment strategies.

Published By Datamonitor
22 Jun 2015
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Expert View

Moving abroad makes financial life complicated

Seeking financial advice while adjusting to life in a new country can be confusing for many. In a new environment, navigating the financial advice market can be more difficult than at home.

Published By Datamonitor
13 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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Expert View

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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Expert View

Corporate programs set to drive fintech

Venture capital (VC) has been the main source of funding for early-stage fintech firms, but financial institutions now understand the need to partner with - and possibly even acquire - disruptive startups to capitalize on future opportunities.

Published By Datamonitor
08 Jun 2015

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