Key Driving Factors:
Defining the Role of the Economy & Markets; Natural Disasters; World Affairs; Financial Services Industry Stumbles; & Other Factors in the Future of Wealth Management

Recently Released!!!
Date Published: October 3, 2018
Summary PowerPoint Deck: 80 Slides

Reference PowerPoint Deck: 535 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the key driving factors of the financial services industry, including the economy & markets; natural disasters; world affairs; financial services industry stumbles; consumer & institutional wealth; and elections and the legislative & regulatory agenda. This research serves to consolidate the highlights of these underlying Tiburon research topics. This research is part of Tiburon's broader coverage of the future of the wealth management.

This research outlines several historical phases, including:
  • Country Emergence Phase
  • Banking, Brokerage, & Investment Management Legislation Phase
  • Consumer Skepticism Phase
This research also introduces several measurements, including:
  • Consumer Wealth Inequality Measures
  • Consumer Confidence & Sentiment Measures
  • Financial Services Industry Reputation Measures
This research several key driving factors, including:
  • Economy & Markets
  • Natural Disasters
  • World Affairs
  • Financial Services Industry Stumbles
  • Total Wealth
  • Elections and the Legislative & Regulatory Agenda
And this research makes several future predictions for the key driving factors of financial services, including:
  • Ongoing Consumer Wealth Inequality
  • Increasing Consumer Confidence & Sentiment
  • Consumer Skepticism & the Resulting Financial Services Industry Backlash
  • Enhanced Legislative & regulatory Agenda

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