Featured Analyst

Isabella Fonseca Isabella Fonseca Research Director Research Director Wealth Management, Global Financial Services, Securities & Investments Wealth Management, Global Financial Services, Securities & Investments Full bio and Reports All Analysts
August 20, 2014
In the next 18–24 months, the inherent tension between technology as a tool for advisors and technology as a disruptive force will be greater than ever. Firms must seriously assess how to position advisors and offer new services, and to best deploy...

Featured Analyst

Stephen Greer Stephen Greer Analyst Analyst Banking, Retail and Business Banking Banking, Retail and Business Banking Full bio and Reports All Analysts
August 19, 2014
With the proliferation of products and services offered by financial services institutions, the potential for disruption is growing exponentially every year. Financial institutions have historically taken a “wait and see” approach to new technology...
August 19, 2014
The Chinese insurance industry is one of the largest in the world and is growing fast. It is also an industry undergoing immense change, driven by economic growth, consumer demand and an active regulator. C-ROSS is the Chinese equivalent of Solvency...
August 18, 2014
The Australian life insurance industry has recently experienced its highest lapse rates of the past 20 years. This in itself would be a cause for alarm, but the impact of high lapse rates has been compounded by a spike in claim rates, looming...

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June 10, 2014
State Street Global Exchange Recognized for Advanced Technology, Depth of Client Services and Innovation
May 29, 2014

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