Financial Services

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• Financial Services
  • Alternative Data (1618547)
  • Demographics (13538)
  • Economics (13561)
  • Financial Associations (587339)
  • Financial Marketing (13531)
  • Financial Services Platforms (13524)
  • Industries (13669)
  • Regulatory (13596)
  • Segments and Products (13552)
  • Services (13772)

Alternative Data (1618547)

Demographics (13538)

• Age (13605)
  • Baby Boomers (14431)
  • G.I. Generation (13606)
  • Generation X (98292)
  • Millennials (85056)
  • Generation Z (NA)
• Household Size (13539)
  • Couples (13540)
  • Empty Nesters (86032)
  • Families (13604)
  • Singles (84737)
• Income (13611)
  • Lower Class (14072)
  • Middle Class (13612)
  • Upper Class (13879)
  • Upper Middle Class (110693)
• Wealth (13542)
  • The Poor (13543)
  • The Wealthy (13690)

Economics (13561)

• Global Economics Indices (89295)
  • Global Construction Spending (118588)
  • Global GDP (92426)
  • Global Household Income (104037)
  • Global Household Wealth (104036)
  • Global Investor Confidence (115703)
  • Global Price Indicators (91846)
  • Global Real Estate Indicators (89296)
• US Economics Indices (13562)
  • US Construction Spending (118587)
  • US GDP (108111)
  • US Household Income (13563)
  • US Household Wealth (170706)
  • US Investor Confidence (137711)
  • US Price Indicators (88259)
  • US Real Estate Indicators (92008)

Financial Associations (587339)

• American Bankers Association (587340)
• American Finance Association (593680)
• Association for Financial Professionals Inc (605150)
• Financial Management Association International (605053)
• Financial Planning Association (591438)
• Independent Community Bankers of America (595909)
• National Investor Relations Institute (593176)
• Securities Industry and Financial Markets Association (587354)
• Society for Worldwide Interbank Financial Telecommunications (9378443)

Financial Marketing (13531)

• Advertising & Marketing in Financial Industry (13775)
  • Mobile Marketing & Advertising (107811)
  • Social Media Marketing & Advertising (99762)
  • Web Marketing & Advertising (87219)
• Advertising & Marketing Trends (13532)
  • Mobile Advertising Trends (85503)
  • Social Media Advertising Trends (13534)
  • Web Advertising Trends (13533)
• Branding in Financial Industry (14255)
  • Branding Trends (14256)
  • Financial Services Branding (85073)
• Client Loyalty in Financial Industry (110918)
  • Client Relationship Survey (1630715)
  • Net Promoter Score (179286)
• Customer Care in Financial Industry (13720)

Financial Services Platforms (13524)

• Desktop Financial Services (13682)
• Mobile Financial Services (14544)
• Social Media Financial Services (13525)
• Web Financial Services (13827)

Industries (13669)

• Annuities Industry (13674)
  • Allianz SE (14207)
  • Allstate Corp (14283)
  • American International Group Inc (84528)
  • Aviva PLC (14007)
  • Bank of America Corp (84952)
  • Edward Jones (349710)
  • Fidelity Investments (108012)
  • ING Financial Markets LLC (4920317)
  • Jackson National Life Insurance Company (119939)
  • John Hancock Financial Services Inc. (135683)
  • Lincoln Financial Group (141789)
  • Metlife Inc (13671)
  • Pacific Life Insurance Company (193944)
  • Prudential Financial Inc (84527)
    • DayOneStories (99822})
  • The Hartford Financial Services Group Inc (110185)
• Asset Management Industry (13670)
  • Aberdeen Asset Management PLC (98531)
  • Affiliated Managers Group Inc (84699)
  • AllianceBernstein Holding LP (102534)
  • Allianz SE (14207)
  • Allstate Corp (14283)
  • American Funds (107134)
  • Bank of America Corp (84952)
  • Barclays Bank PLC (89377)
  • Blackrock Inc (85027)
  • Charles Schwab Corp (86805)
  • Claymore Investments (182952)
  • Cohen & Steers Inc (108801)
  • Credit Suisse AG (127935)
  • Dexia SA (98622)
  • Dimensional Fund Advisors (132383)
  • E Trade Financial Corp (99095)
  • Eaton Vance Corp (99337)
  • Edward Jones (349710)
  • F&C Asset Management PLC (306282)
  • Fidelity Investments (108012)
  • FlatFee Portfolios (2053210)
  • Franklin Resources Inc. (85026)
  • HSBC Holdings PLC (84627)
  • Ignis ASA (557228)
  • Invesco Ltd (90921)
  • iQuantifi (228946)
  • Jackson National Life Insurance Company (119939)
  • Janus Capital Group Inc (97532)
  • John Hancock Financial Services Inc. (135683)
  • Kames Capital (139308)
  • LearnVest (130911)
  • Legg Mason Inc (95212)
  • Lincoln Financial Group (141789)
  • Manning & Napier Inc (112043)
  • Metlife Inc (13671)
  • Morgan Stanley (85028)
  • Old Mutual PLC (84698)
  • Pacific Investment Management Company (84729)
  • Pacific Life Insurance Company (193944)
  • Panwise (1423507)
  • Personal Capital (92409)
  • Principal Financial Group Inc (139645)
  • Prudential Financial Inc (84527)
    • DayOneStories (99822})
  • Pyramis (205441)
  • Raymond James Financial Inc (89087)
  • State Street Global Advisors, Inc. (88012)
  • TCW Group Inc (137149)
  • TD Ameritrade Holding Corp (86387)
  • The Hartford Financial Services Group Inc (110185)
  • U.S. Trust Corporation (89855)
  • UBS Wealth Management (90135)
  • USAA (114167)
  • Waddell & Reed Financial Inc (121067)
  • Wells Fargo Advisors LLC (168830)
  • Yodlee (108642)
• Auto & Home Insurance Industry (14011)
  • Allianz SE (14207)
  • Allstate Corp (14283)
  • American International Group Inc (84528)
  • Amica Mutual Group (124608)
  • GEICO CORPORATION (14012)
  • PROGRESSIVE INSURANCE CO LTD (124846)
  • USAA (114167)
• Banking Industry (13672)
  • Allianz SE (14207)
  • Ally Financial Inc (105393)
  • Bank of America Corp (84952)
  • Barclays Bank PLC (89377)
  • BBVA Compass Bancshares, Inc (95321)
  • Bitcoin (272577)
  • BNP Paribas (85029)
  • Charles Schwab Corp (86805)
  • Credit Suisse AG (127935)
  • Dexia SA (98622)
  • Edward Jones (349710)
  • HSBC Holdings PLC (84627)
  • ING Financial Markets LLC (4920317)
  • Metlife Inc (13671)
  • Old Mutual PLC (84698)
  • Prosper Marketplace, Inc. (92543)
  • U.S. Bank National Association (106292)
  • U.S. Trust Corporation (89855)
  • Wells Fargo Advisors LLC (168830)
  • Yodlee (108642)
• Brokerage Industry (84953)
  • AllianceBernstein Holding LP (102534)
  • Bank of America Corp (84952)
  • Blackrock Inc (85027)
  • BNP Paribas (85029)
  • Charles Schwab Corp (86805)
  • Credit Suisse AG (127935)
  • E Trade Financial Corp (99095)
  • Edward Jones (349710)
  • Fidelity Investments (108012)
  • LPL Financial Holdings Inc (91033)
  • Morgan Stanley (85028)
  • Raymond James Financial Inc (89087)
  • Robert W. Baird & Co. (100660)
  • Stifel Financial Corp (87061)
  • TD Ameritrade Holding Corp (86387)
  • UBS Wealth Management (90135)
  • Waddell & Reed Financial Inc (121067)
  • Wells Fargo Advisors LLC (168830)
  • Yodlee (108642)
• Certificates of Deposit Industry (84954)
  • Bank of America Corp (84952)
  • Charles Schwab Corp (86805)
  • Edward Jones (349710)
  • Fidelity Investments (108012)
• Disability Insurance Industry (13673)
  • Metlife Inc (13671)
  • Principal Financial Group Inc (139645)
• Financial Planning Industry (84955)
  • Bank of America Corp (84952)
  • Fidelity Investments (108012)
  • Morgan Stanley (85028)
  • Quicken Loans Inc. (103579)
  • UBS Wealth Management (90135)
  • USAA (114167)
• Hedge Funds Industry (85030)
  • Barclays Bank PLC (89377)
  • Blackrock Inc (85027)
  • Cohen & Steers Inc (108801)
  • Credit Suisse AG (127935)
  • Dimensional Fund Advisors (132383)
  • Eaton Vance Corp (99337)
  • Franklin Resources Inc. (85026)
  • Pyramis (205441)
  • State Street Global Advisors, Inc. (88012)
  • UBS Wealth Management (90135)
• Life Insurance Industry (14008)
  • Allianz SE (14207)
  • Allstate Corp (14283)
  • American International Group Inc (84528)
  • Amica Mutual Group (124608)
  • Aviva PLC (14007)
  • Bank of America Corp (84952)
  • Charles Schwab Corp (86805)
  • ING Financial Markets LLC (4920317)
  • Jackson National Life Insurance Company (119939)
  • John Hancock Financial Services Inc. (135683)
  • Lincoln Financial Group (141789)
  • Principal Financial Group Inc (139645)
  • Prudential Financial Inc (84527)
    • DayOneStories (99822})
  • USAA (114167)
• Managed Accounts Industry (84956)
  • Bank of America Corp (84952)
  • Blackrock Inc (85027)
  • Charles Schwab Corp (86805)
  • Cohen & Steers Inc (108801)
  • Credit Suisse AG (127935)
  • Dimensional Fund Advisors (132383)
  • E Trade Financial Corp (99095)
  • Eaton Vance Corp (99337)
  • Edward Jones (349710)
  • F&C Asset Management PLC (306282)
  • Fidelity Investments (108012)
  • Franklin Resources Inc. (85026)
  • Ignis ASA (557228)
  • Invesco Ltd (90921)
  • Janus Capital Group Inc (97532)
  • Legg Mason Inc (95212)
  • LPL Financial Holdings Inc (91033)
  • Morgan Stanley (85028)
  • Robert W. Baird & Co. (100660)
  • U.S. Trust Corporation (89855)
  • UBS Wealth Management (90135)
• Mutual Funds Industry (13675)
  • Aberdeen Asset Management PLC (98531)
  • Affiliated Managers Group Inc (84699)
  • AllianceBernstein Holding LP (102534)
  • Allianz SE (14207)
  • Allstate Corp (14283)
  • American Funds (107134)
  • Bank of America Corp (84952)
  • Blackrock Inc (85027)
  • Charles Schwab Corp (86805)
  • Claymore Investments (182952)
  • Cohen & Steers Inc (108801)
  • Credit Suisse AG (127935)
  • Dimensional Fund Advisors (132383)
  • E Trade Financial Corp (99095)
  • Eaton Vance Corp (99337)
  • Edward Jones (349710)
  • F&C Asset Management PLC (306282)
  • Fidelity Investments (108012)
  • Franklin Resources Inc. (85026)
  • Ignis ASA (557228)
  • ING Financial Markets LLC (4920317)
  • Invesco Ltd (90921)
  • Janus Capital Group Inc (97532)
  • John Hancock Financial Services Inc. (135683)
  • Legg Mason Inc (95212)
  • Lincoln Financial Group (141789)
  • Metlife Inc (13671)
  • Morgan Stanley (85028)
  • Principal Financial Group Inc (139645)
  • Prudential Financial Inc (84527)
    • DayOneStories (99822})
  • TD Ameritrade Holding Corp (86387)
  • The Hartford Financial Services Group Inc (110185)
  • UBS Wealth Management (90135)
  • USAA (114167)
  • Vanguard (85592)
  • Waddell & Reed Financial Inc (121067)
  • Wells Fargo Advisors LLC (168830)
• Payments Industry (84628)
  • Bitcoin (272577)
  • BNP Paribas (85029)
  • Card Issuers (586839)
    • American Express Co (586921)
    • Bank of America Card Services (NA)
    • Barclays US Card Services (NA)
    • Capital One Financial Corp (586970)
    • Citigroup Card Services (597132)
    • Discover Financial Services (586922)
    • MasterCard Inc (586840)
    • PayPal, Inc. (586916)
    • US Bancorp Card Services (587176)
    • Visa Inc (586939)
    • Wells Fargo Card Services (NA)
  • Charles Schwab Corp (86805)
  • Credit Suisse AG (127935)
  • E Trade Financial Corp (99095)
  • HSBC Holdings PLC (84627)
  • Yodlee (108642)
• REITs Industry (84957)
  • Bank of America Corp (84952)
  • Blackrock Inc (85027)
  • Claymore Investments (182952)
  • Cohen & Steers Inc (108801)
  • Legg Mason Inc (95212)
• Retirement Industry (586872)
  • Fidelity Investments (586873)
  • ING (666223)
  • JP Morgan (587105)
  • Metlife Inc (591319)
  • PIMCO (590703)
  • Vanguard (587507)
  • Wells Fargo (591389)

Regulatory (13596)

• European Regulations (6649027)
  • European Banking Authority (14002)
  • European Consumer Protection Regulation (8778027)
    • German Consumer Protection Regulation (8778131)
  • European Insurance and Occupational Pensions Authority (209308)
  • European Securities Markets Authority (103623)
  • European System of Financial Supervision (342992)
  • European Systemic Risk Board (392164)
  • General Data Protection Regulation (6649028)
  • Markets in Financial Instruments Directive II (6649824)
• Global Regulations (13599)
  • Banking Regulations (7840255)
    • Basel Framework (7840256)
      • Basel III (7840425)
      • Basel IV (7840298)
  • Global Governmental Regulation (13600)
    • Consumer Protection Regulation (8788987)
    • Privacy Regulations (7523432)
      • American Data Privacy and Protection Act (9711304)
      • Austrian Data Protection Act (9751255)
      • California Consumer Privacy Act (7523439)
      • California Privacy Rights Act (9295776)
      • Canada's Anti-Spam Legislation (9747882)
      • China Internet Security Law (7524058)
      • Colorado Privacy Act (9261009)
      • Colorado Privacy Act (9261009)
      • Connecticut Data Privacy Act (9721507)
      • Data Protection Act (UK) (9751371)
      • French Data Protection Act (9756877)
      • General Data Protection Regulation (6649028)
      • General Personal Data Protection Law (Brazil) (9750402)
      • Organic Law on Protection of Personal Data and Guarantee of Digital Rights (Spain) (9762394)
      • Personal Data (Privacy) Ordinance (Hong Kong) (9758294)
      • Personal Data Protection Act 2012 (7523632)
      • Personal Information Protection Act (PIPA) (9805426)
        • Illinois Personal Information Protection Act (9813255)
        • Personal Information Protection Act (Alberta) (9805427)
        • Personal Information Protection Act (British Columbia) (9809190)
      • Personal Information Protection and Electronic Documents Act (7523435)
      • Privacy Act 1988 (7523824)
      • Privacy and Personal Information Protection Act 1998 (NSW) (9762115)
      • Privacy Act 2020 (New Zealand) (9767181)
      • SHIELD Act (7806200)
      • Utah Consumer Privacy Act (9571294)
      • Virginia Consumer Data Protection Act (8926670)
  • Global SRO (14001)
    • LIMRA (332343)
• US Regulations (13597)
  • US Governmental Regulation (13598)
    • Antitrust Law (3642823)
      • Hart-Scott-Rodino Act (3642824)
    • Banking Law (3638375)
      • Fair and Accurate Credit Transactions Act (3641236)
      • Fair Credit Reporting Act (3638376)
        • Fair Credit Reporting Compliance (3646917)
        • Truth in Lending Compliance (3703811)
      • Federal Banking Regulations (3641055)
        • Bank Holding Companies and Change in Bank Control (3646046)
        • Capital Adequacy of Bank Holding Companies, Savings and Loan Holding Companies, and State Member Banks (3642559)
        • Electronic Fund Transfer Act (3648469)
        • Enhanced Prudential Standards (3647073)
        • Equal Credit Opportunity Act (3641054)
        • Home Mortgage Disclosure Act (3641553)
        • International Banking Operations of U.S. Banking Organizations & Operations of Foreign Banks in the United States (4983693)
        • Limitations on Interbank Liabilities (8228226)
        • Loans to Executive Officers, Directors and Principal Shareholders of Banks (4922299)
        • Membership of State Banking Institutions in the Federal Reserve System (3642719)
        • Real Estate Settlement Procedures Act Compliance (3646446)
        • Retail Foreign Exchange Transactions (4931149)
        • Savings and Loan Holding Companies (3642835)
        • Transactions Between Member Banks and Their Affiliates (3649061)
      • SAFE Banking Act (6767729)
    • Civil Law (3636781)
      • Americans with Disabilities Act (3636780)
      • Fair Housing Act (3642429)
      • Freedom of Information Act (3641052)
    • Consumer Law (3646187)
      • Fair Debt Collection Practices Act (3646188)
    • Financial Regulation (3641045)
      • CARES Act (7844558)
        • Paycheck Protection Program (7844557)
      • Dodd-Frank Wall Street Reform & Consumer Protection Act (3641044)
        • Volcker Rule (3641313)
      • Foreign Corrupt Practices Act (3642511)
      • Sarbanes Oxley Act (6648808)
    • Health Law (3571628)
      • False Claims Act (3638273)
      • Health Insurance Portability and Accountability Act (3638263)
    • Labor Law (3636888)
      • DOL Regulations (1502393)
        • DOL Conflict of Interest Rule (1502394)
      • Employee Retirement Income Security Act (3638258)
      • Fair Labor Standards Act (3638534)
    • Securities Law (3641832)
      • Commodity Exchange Act (3647736)
      • General Rules and Regulations for Electronic Filings (3642695)
      • Investment Advisers Act of 1940 (3653834)
      • Regulating Market Activity During a Public Offering (3642360)
      • Regulation Best Interest (7387368)
      • Reports of Issuers of Securities (3671242)
      • Rules Governing Offers and Sales Made Outside the United States Without Registration Under the Securities Act of 1933 (3642167)
      • Short Sale Practices (3658796)
      • Solicitations of Proxies (3650123)
      • Standard Instructions for Filing Forms Under the '33 Act and the '34 Act (3642623)
    • Tax Law (3642340)
      • Federal Insurance Contributions Act (3642339)
    • US Criminal Law (3641065)
      • US AML Regulations (3641064)
  • US SRO (13900)
    • FINRA (92606)
    • Municipal Securities Rulemaking Board (260487)
    • US Securities & Exchange Commission (13901)

Segments and Products (13552)

• Actively Managed Mutual funds (88360)
• Annuities (86228)
• Banking (84652)
  • Banking Book (6650254)
  • Know Your Customer (6767779)
  • Trading Book (6652223)
• Brokerage (14109)
  • IBD Brokerage (93583)
  • RIA Brokerage (91547)
  • Wirehouse Brokerage (153718)
• Certificates of Deposit (13770)
• Hedge Funds (84746)
• Insurance (13553)
  • Auto Insurance (85209)
  • Disability Insurance (13632)
  • Life Insurance (13554)
  • Property Insurance (13648)
    • Commercial Property Insurance (7778149)
    • Home Insurance (13649)
• Managed Accounts (14102)
• Payment Cards (13643)
  • Charge Cards (586929)
  • Corporate Cards (587249)
  • Credit Cards (586927)
  • Debit Cards (586852)
  • Emerging Card Technologies (13935)
    • Chip Cards (13936)
    • Mobile Payments (586855)
    • NFC/Contactless Payments (587087)
  • Fleet Cards (3549262)
  • Luxury Cards (587048)
  • Meal Cards (3550422)
  • Prepaid Cards (586930)
  • Rewards/Loyalty Programs (13940)
    • Airline Rewards (586928)
    • Cash Back (586902)
    • Hotel Rewards (647348)
  • Social Network Commerce (587828)
• REITs (14326)

Services (13772)

• Asset Management (14122)
  • Portfolio Management Technology (7853296)
    • Portfolio Rebalancing (7946908)
• Digital Payments (2611485)
• Emerging Technology Trends (9569879)
  • AdTech (9398465)
  • AgriTech (9373128)
  • CleanTech (9398409)
  • EdTech (9373120)
  • ExTech (9569893)
  • FemTech (9398479)
  • FinTech (2595981)
  • FoodTech (9732090)
  • LegalTech (9373118)
  • MedTech (9372064)
  • RealTech (9373126)
  • RegTech (8042668)
  • Robo-Advisors (2490531)
  • WealthTech (9795098)
  • YesterTech (9417253)
• Financial Planning (13773)
  • Business Continuity Planning (8042524)
• Investment Advisory (91548)
  • Financial Advisor Platforms (13524)
    • Registered Investment Advisor (7859017)
  • Robo-Advisors (2490531)
• Money Transfers (2611502)
• Payment Processing (2611184)
• Payment Systems (2611133)
• Retirement Planning (14179)
  • 403b Retirement Plan (587372)
  • Guaranteed Retirement Income (587509)
  • Retiree Healthcare (586785)
  • Retirement Savings (14180)
• Wealth Management (86227)
  • Wealth Management Technology (7852376)

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Last update: October 12, 2022