Financial Services news & events

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Recent Events

Nov 18, 2008 Webinar: Compete & TNS Financial Services Event: What Does the Affluent Investor Want?
TNS Custom and TNS Compete are partnering to host a unique financial services webinar that analyzes the attitudes, behaviors, and preferences of the Affluent Investor. Join TNS’ Ellen Sills-Levy and Joe Hagan as they discuss findings from the TNS Affluent Market Research Program, which provides an in-depth analysis of the factors that shape their decisions about financial products, providers, and advisers. They will be joined by Aaron Katz from Compete who will draw on insights from Compete’s proprietary panel of online consumers to reveal insights pertaining to Affluent behavior on the web.

During the presentation we will be sharing top line results from a new TNS survey. We surveyed 2,500 affluent individuals to understand how they are thinking about the current financial turmoil, and to gauge their confidence and attitudes about the economy and their personal financial situation.

The deep-dive will provide a 360 degree view of the Affluent consumer. During this event you will learn:

What exactly are Affluent investors thinking about?
Where are the Affluent shopping for financial products online and offline?
How are the Affluent selecting financial products and investment providers?
What are the new challenges for investment providers and what new opportunities are emerging?
How do I engage the Mass Affluent consumer specifically?

This webinar will run approximately 45 minutes, followed by a 15-minute question and answer session. We look forward to having you join us.
Oct 27, 2008

Compete & TNS Financial Services Event: What Does the Affluent Investor Want?

This event is taking place at the Soho Grande Hotel 310 West Broadway, New York, NY 10013 on Monday, October 27th, 6:00-8:30pm

The Affluent Market today is smaller than it was one year ago, and investor confidence is down. A confluence of forces is testing the relationships that investors have with their asset managers and with their investment advisors, and may permanently alter the composition of portfolios. This climate presents new challenges for investment providers, while new opportunities are emerging.

TNS Custom and TNS Compete are partnering to host a unique financial services event that analyzes the attitudes, behaviors, and preferences of the Affluent Investor. Join TNS’ Ellen Sills-Levy and Joe Hagan as they discuss findings from the recent TNS Affluent Market Research Program, which provides an in-depth analysis of the factors that shape their decisions about financial products, providers, and advisers. They will be joined by Aaron Katz from Compete who will draw on insights from Compete’s proprietary panel of online consumers to reveal insights pertaining to Affluent behavior on the web.


Sep 24, 2008 Webinar Replay: What are near retirees doing online?
Aaron Katz, Director, Financial Services
May 07, 2008 JFAM Financial Marketing Summit East
Ron Sheklin
Apr 14, 2008 Net.Finance 2008
Ron will Chair Track A: Online Marketing Strategies on April 15, 2008.
Ron Sheklin