Gaining the Edge
in a Tight Market
In a new race for market share, the focus is shifting to expanding customer relationships.
Temas de Actualidad
Strengthening Customer Dialogue in the Shadow Retirement Market
July 2010
The “Shadow Retirement Market” is estimated to be almost $9 trillion. A recent Novantas & Informa survey suggests that investors keep approximately 60% of retirement savings outside of formal retirement plans.
Future Economics of the Deposit Business
June 2010
The intense pressure surrounding deposits over the past two years presents an opportunity for innovation and greater efficiency. Based on the in-depth knowledge and expertise, Sherief Meleis demonstrates the future economics of the business.
Discretionary Pricing: Legal and Compliance Concerns
June 2010
Recognizing the change in consumer behavior, Kevin Travis reviews consumer trends and attitudes specific to savings, the changing competitive landscape and emerging savings solutions.
ArtÍculos de Prensa
the economist — Surviving, Not Thriving
22nd Jul 2010
Sherief Meleis of Novantas, a consultancy, thinks a sharp decline in loans as a percentage of deposits has more to do with the shrinkage of loans than the growth of deposits.
THE STREET — New Study From Informa Research Services And Novantas Reveals Huge Gap
1st Jul 2010
“The study reveals many interesting trends regarding the distribution of retirement dollars among the mass affluent, emerging affluent, and affluent segments,” said Wayne Cutler, managing director at Novantas.
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