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Recently Released!!!
Date Published: April 2012
Comprehensive Power Point Deck: 470 Slides
Summary Power Point Deck: 100 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the future of the banking, insurance, brokerage, & asset management businesses. In short, this research defines the future of financial services. The research begins by addressing the key driving factors of the economy & markets, natural disasters, world affairs, consumer & institutional wealth, corporate scandals, financial services industry stumbles, & the legislative & regulatory environment. The research then outlines the four types of financial products & services, including investable assets, lending services, insurance products, & wealth management, with a focus on four key growth areas - fee-accounts, ETFs & indexing, alternative investments, & wealth management services. The research continues with an overview of the four core markets & distribution channels, including direct distribution, financial advisor channels, institutional markets, & international markets, with a focus on the likely winning markets & distribution channels (namely discount brokers and fee-based financial advisors). The research also addresses five financial services industry winning tactics, including defining target markets, developing sales & marketing strategies, developing appropriate staffing & compensation models, developing winning firm cultures, & leveraging technology. And the research concludes by defining the most exciting financial services industry investment opportunities, including those in venture capital, private equity, and mergers & acquisitions, and profiling key strategic advisors.
This research addresses the three historical phases of the financial services industry, including:
- Emergence Phase
- Financial Product Development Phase
- Markets & Distribution Channels Development Phase
And this research makes six predictions for the future of financial services.
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