Mintel, Oct 2009, Pages: 75
.
- Morgan Stanley
- TD Ameritrade Holding Corporation
- The American Bankers Association
- The Boston Consulting Group Inc.
- The Financial Services Roundtable
- U.S. Bureau of Labor Statistics MassAffluent
Synergistics Research Corporation, Jan 2009, Pages: 144
. Providers pursuing the massaffluent market need a clear understanding of this customer.
** Please note that due to restrictions this report cannot be sold to clients in the US or Canada** LIST OF EXHIBITS
VRL Financial News Publishing, March 2009, Pages: 205
efforts to protect the retail client
Section 2.1: Placing the affluent segment in the wealth management context
Section 2.2: The clientS and their needs
Customer needs
Client profile: the issue
Mintel, Aug 2008, Pages: 65
contains US IRI InfoScan data. Scope and Themes
What you need to know
Definition
Data sources
Consumer survey data
Abbreviations and terms
Abbreviations
Terms
Executive Summary
Snapshot of HNWIs
Mintel, May 2009, Pages: 77
, by household income, February 2009
Retail Distribution
Key points
Mass, online and “other” channel posts growth as women seek value
Figure 30: Total U.S. sales of handbags, by retail channel, 2006 and 2008
Value
Mintel, Dec 2009, Pages: 77
/Hispanic origin and household income, February 2008
Decision-making Drivers
Key points
The Great Recession ravages the middle class
Figure 16: Case-Shiller U.S. National Home Price Index, January 2000
Mintel, Oct 2009, Pages: 80
for it accumulate
Consumer confidence
Figure 1: Conference Board Consumer Confidence Index, January 2008-Aug 2009
Unemployment rate
Figure 2: U.S. national unemployment rate, January 2007-August 2009*
Real household
Datamonitor, May 2008, Pages: 81
for mass market investors
Direct distribution is increasingly popular in Germany, Italy and France
Fund supermarkets are gaining ground in the UK and Spain
Action points
French asset managers will need
Key Note Publications Ltd, Nov 2010
, but by reducing the immediate danger, probably prevented the radical banking reforms that are needed. The 2010 Dodd-Frank Act in the US is a watered-down version of the original more stringent regulatory intentions
Key Note Publications Ltd, Sep 2006
In the 21st century UK, the ownership of capital assets and the receipt of profits are more important determinants of financial behaviour than income from work. Previously, financial services
Mintel, Nov 2007, Pages: 122
: Union Bank convenience check mailing, August 2007 Bank of America
JPMorgan Chase & Co.
Citigroup, Inc.
Capital One Financial Corp.
Discover Financial Services Inc.
American Express
Washington Mutual
Datamonitor, Aug 2011, Pages: 40
Merrill Lynch
US: Bank of America to almost double number of financial solutions advisors for massaffluentsUS: Bank of America and World Bank offering green bonds to Merrill Lynch Wealth
Datamonitor, May 2008, Pages: 47
are not targeting the long-term needs of the under 35s 23
The financial services industry is missing the opportunity to tap into the young massaffluent market 23
Advisors admit they are not actively targeting young
Global Industry Analysts, Inc., Jan 2009, Pages: 198
Market, Disability, Homeowners, Whole
Life, Group Benefits, and Variable Life 86
Financial Institutions (Assets) 86
Market Snapshots 86
Table 77: Affluent-Investors Market in the US (2005):
Percentage Breakdown
Business Monitor International, Sep 2010, Pages: 75
AS Ps Yet To Plateau
Annual Mobile Phone ASPs By Key Vendor, 2006-2009 (US$)
Table: Annual Mobile Phone AS Ps By Key Vendor, 2006-2009 (US$)
vendor: nokia, samsung, motorola, lg electronics, sony
ICON Group International, June 2007, Pages: 372
decisions without presidential approval. Marketing Strategies A key aspect of marketing in Uzbekistan is identifying customers with access to the hard currency needed to purchase U.S. products and services
ICON Group International, June 2007, Pages: 383
is presented from the perspective of an American firm, though it is equally applicable to most firms entering Dominican Republic. This chapter has been authored by local offices of the U.S. Government. I have
ICON Group International, June 2007, Pages: 392
on in Hong Kong for the past decade, in line with Hong Kong consumers becoming more affluent. Nearly 80 percent of the franchise operations in Hong Kong are of U.S. origin. Home-grown franchises have also developed
ICON Group International, June 2007, Pages: 381
. At present, the U.S. Embassy uses ECOBANK for cashiering services. French national Remy Baysset founded Financial Bank and remains its CEO-equivalent. Continental Bank and Banque Internationale du Benin
ICON Group International, June 2007, Pages: 393
and Industry (DTI) for sole proprietorships. U.S. firms selecting a Philippine representative should consider, along with the usual factors, the following: (a) whether the distributor has sufficient financial
