Opinion in South and Central America

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Type Product title / description Pub Price
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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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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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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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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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Fintech innovators give credit to the underbanked

An inability to access conventional sources of credit has long prevented underbanked consumers from playing a full role in society. However, fintech providers are devising creative ways to address the needs of this growing segment.

Published By Datamonitor
01 Jun 2015
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Understanding end customers key for asset managers

Client-centricity was among the themes discussed on the second day of the 2015 Distribution in Retail and Wholesale Asset Management conference. Asset managers have to understand their end customers if they wish to develop successful products.

Published By Datamonitor
26 May 2015
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Analyst Interview: Distribution in Retail Asset Management Event

In May our Wealth Management analysts, Helen Allingham, Bartosz Golba, and Katri Tuomainen, attended the Distribution in Retail and Wholesale Asset Management event organized by FC Business Intelligence. Here the analysts discuss what they learnt.

Published By Datamonitor
18 May 2015
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Interview: Lawrence Wintermeyer, CEO of Innovate Finance

Daoud Fakhri recently interviewed the new CEO of Innovate Finance, Lawrence Wintermeyer, about the role of Big Data in improving the quality of financial insight that providers can offer to consumers.

Published By Datamonitor
15 May 2015
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Analyst Interview: Spotlight on PayPal

As PayPal gears up for its imminent spin-off from parent company eBay, Theresa Jameson and Samuel Murrant weigh in on what lies ahead for the payment technology provider.

Published By Datamonitor
14 May 2015
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Analyst Interview: The Future of Money

The payments industry is undergoing major change, with an array of new players feverishly challenging the status quo. The possible ways in which the market could ultimately unfold appear endless. Here's Theresa's view on what can be expected.

Published By Datamonitor
14 May 2015

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