Recently Released!!!
Date Published: April 18, 2023
Summary PowerPoint Deck: 257 Slides
Reference PowerPoint Deck: 757 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 the financial services industry, including:

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