Key Driving Factors:
Defining the Role of the Economy & Markets; Financial Services Industry Stumbles; Consumer Wealth & Institutional Markets; the Presidential & Congressional Elections; & Other Factors & in the Future of Financial Services

Recently Released!!!
Date Published: February 2012
Comprehensive PPT Deck: 399 Slides
Summary PPT Deck: 90 Slides


The purpose of this research is to provide readers with an initial understanding of the key driving factors of the financial services industry, including the economy & markets; financial services industry stumbles; consumer wealth & the institutional markets; the presidential & congressional elections; & other factors. This research serves to consolidate the highlights of these underlying Tiburon research topics.

This research outlines three historical phases:
    • Early Phase
    • Middle Phase
    • Recent Phase

This research defines seven key driving factors, including:

  • Economy & Markets
  • Corporate Scandals
  • Financial Services Industry Stumbles
  • Consumer & Institutional Wealth
  • Legislative & Regulatory Agenda
  • Natural Disasters
  • World Affairs

And this research makes the following predictions for the key driving factors of financial services:

  • Significant Consumer Impacts From Decline in Stock Market & Home Equity
  • New Legislative & Regulatory Agenda
  • Shifts in Upcoming Presidential & Congressional Elections

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