The purpose of this research is to provide readers with a comprehensive understanding of the key driving factors of wealth & investment management, including the economy & markets; natural disasters; world affairs; financial services industry stumbles; total wealth; and elections, legislation, & regulations. 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 & investment management.

Historical Phases

This research outlines several historical phases, including.

  • Country Emergence Phase
  • Banking, Brokerage, & Investment Management Legislation Phase
  • Consumer Skepticism Phase

Measurements

This research also introduces several measurements, including.

  • Consumer Wealth Inequality Measures
  • Consumer Confidence & Sentiment Measures
  • Financial Services Industry Reputation Measures

Key Driving Factors

This research identifies several key driving factors, including.

  • Economy & Markets
  • Natural Disasters
  • World Affairs
  • Financial Services Industry Stumbles
  • Total Wealth
  • Elections, Legislation, & Regulations

Future Predictions

And this research makes several future predictions for the key driving factors of wealth & investment management, including:

  • Ongoing Consumer Wealth Inequality
  • Increasing Consumer Confidence & Sentiment
  • Consumer Skepticism & the Resulting Financial Services Industry Backlash
  • Enhanced Legislative & Regulatory Agenda