Sophie Schmitt

• Wealth Management Trends Reveal Opportunities and Voids

  By Michelle A. Samaad  |  February 5, 2012

  Changes that began to surface in the wealth management realm in 2008 are expected to be realized this year.

• Aite: Debt Stall Exacerbates Investors’ Fears

  By Michelle A. Samaad  |  July 26, 2011

  The current government debt crisis in the United States adds another layer of fear for retail investors, a new report says.

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  New Products Offer Opportunities for Growth

  By Sophie Schmitt, Aite Group  |  March 16, 2011

  While credit unions weathered the recession better than large banks, they are searching for new sources of revenue to counterbalance slow loan business and potential losses on the debit card side resulting from the interchange fee cap.

• Banks Fall Short in Cross Selling Investment Products

  By Michelle A. Samaad  |  January 31, 2011

  When it comes to cross selling investment products to the affluent, banks in the United States have experienced limited success compared to Canadian banks.

• Financial Planning Model Is Set To Morph Under New Regulations

  By Michelle A. Samaad  |  September 29, 2010

  With new regulations on the way that will impact how financial advisers interact with their clients, financial planning is poised to become a more scrutinized solution.