FRC Retirement Forum June 2008
Consumer Banking Association Consumer Deposit Conference, March 2008
Competing in the Retirement-Dominated Future
Paul McAdam, BAI Research and Robert B. Hedges, Jr., Mercatus LLC
Today, retirement is decisively the most pressing financial priority of mass affluent consumers. We examined mass affluent consumer behavior and decision-making across the retirement lifecycle.
(click here for entire presentation)
Metavante CEO Conference, February 2008
Addressing the Threats of Real Disintermediation
Robert B. Hedges, Jr., Managing Partner Mercatus LLC
Banking Disintermediation has traditionally mapped across three dimensions: product, channel and payments. Over time, product disintermediation has dramatically reshaped banks’ balance sheets. The payments disintermediation has also been real.
(click here for entire presentation)
Banking Strategies November/December 2007
Luring Money in Motion: How Banks Can Attract Retirement Assets by Paul McAdam, Ajay Nagarkatte, Robert B. Hedges Jr. and Teresa Epperson
Over the next decade, there will be no greater opportunity (and challenge) in retail financial services than retirement. The aging of America’s massive baby boomer generation, combined with the increased reliance on defined contribution plans and the decline of traditional pension plans and social security, will firmly position retirement as the most pressing financial priority of mass affluent customers. (more)
BAI Retail Delivery Conference, November 2007
Competing in the Retirement-Dominated Future: Requirements for Success
Paul McAdam, BAI Research and Robert B. Hedges, Jr., Mercatus LLC
Robert B. Hedges Jr., Managing Partner Mercatus LLC and Teresa Epperson, Partner Mercatus LLC
We examined Mass Affluent consumer behavior and decision-making across the retirement lifecycle.
(click here for entire presentation)
