Recently Released!!!
Date Published: January 13, 2017
Summary Power Point Deck: 62 Slides
Reference Power Point Deck: 292 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the future of the retail banking, insurance, brokerage, & investment management industries in Western Sahara, which presents substantial wealth but also challenges for United States financial services firms, including a different language, different currency, & different laws. In short, this research defines the future of advice in Western Sahara and compares these findings to those of the United States in order to provide readers with some perspective. Western Sahara has trends parallel to those in the United States, but also some fundamental market differences.
This research addresses the three historical phases of Western Sahara, including:
- Early Phase
- Maturation Phase
- Stumbles Phase
This research defines distinct market segments, including:
And this research makes the following predictions for Western Sahara, including:
- Continued Dominance of Retail Banks
- Growth of Full-Services & Discount Brokerage Firms
- Emergence of Independent Advisors
- Increased Mergers & Acquisitions Opportunities