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Alternative Data (1618547)
Demographics (13538) Age (13605) Baby Boomers (14431)
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US Economics Indices (13562) US Construction Spending (118587)
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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)
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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
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