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

Recently Released!!!
Date Published: September 22, 2016
Summary PPT Deck: 60 Slides
Reference PPT Deck: 543 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; natural disasters; world affairs; financial services industry stumbles; consumer & institutional wealth; and the legislative & regulatory agenda. This research serves to consolidate the highlights of these underlying Tiburon research topics.

This research outlines three historical phases:
    • Country Emergence Phase
    • Banking, Brokerage, & Investment Management Legislation Phase
    • Consumer Skepticism Phase

This research also introduces three measurements, including:

    • Consumer Confidence & Sentiment Measures
    • Financial Services Industry Reputation Measures
    • Financial Services Industry Success Measures

This research defines six key driving factors, including:

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

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

  • Lower Consumer Confidence & Sentiment
  • Increased Fiscal Responsibility, Delayed Retirements, & Increased Savings Rate
  • Consumer Skepticism & the Resulting Financial Services Industry Backlash
  • Enhanced Legislative & Regulatory Agenda
  • Financial Services Industry Success Measures Challenges
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