Latest Intelligence on Financial Services Distributors in North America

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Type Product title / description Pub Price
Expert View
Expert View

Charles Schwab launches a suite of technology support for its advisors

Charles Schwab has announced a new hosted version of its PortfolioCenter. It has also launched an iPhone app for advisors to access client account information and transaction data. Meanwhile, OpenView Workflow Library has been updated with 28 new workflows to help advisors. As more advisors break away to become independent, Charles Schwab is positioning itself as a major source of advisor support.

Published By Datamonitor
09 Jul 2012
CommentWire
CommentWire

Fannie Mae and Freddie Mac: a not-so-happy couple

The US government's intervention in the US housing market to nationalize Fannie Mae and Freddie Mac, the two quasi-governmental mortgage guarantors, has dragged the agencies back from the brink of collapse. In addition, the move looks to have reassured world markets. However, it may not be enough to drag the UK economy towards recovery.

Published By Datamonitor
11 Sep 2008
CommentWire
CommentWire

FS: consumer confidence remains low despite signs of recovery

While there is a general belief that the economic recovery is at hand, policy uncertainty and fears of a 'double dip' recession mean that consumer anxieties remain. Indeed, recent figures show that consumer confidence in the US has fallen to its lowest level in 10 months. Financial services providers must engage with consumers and field products which offer security if they are to succeed.

Published By Datamonitor
24 Feb 2010
Expert View
Expert View

Why US insurance agents support state regulations

The Independent Insurance Agents and Brokers of America is asking the new president to keep the state-based regulatory structure intact, stating that it is the best way to protect the consumer. Datamonitor believes this argument to be tenuous, as it serves agents and brokers rather than insurers and consumers, and advises President Obama to treat the proposal with a healthy level of skepticism.

Published By Datamonitor
16 Feb 2009

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