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April 28, 2020 by Jay Sarzen

Litigation over business insurance claim denial is the proverbial 800-pound gorilla that carriers must address. As of this writing, lawsuits are beginning to proliferate (as Aite Group predicted in COVID-19: Challenges and Opportunities in Financial Services), and most of these lawsuits are centered on the policy limits or exclusions related to business interruption.

April 22, 2020 by Sophie Schmitt

As global investors observe the value of their retirement savings plummeting and as tens of millions face sudden unemployment, how should the retirement industry be supporting its customers through communications and other services, especially for investors who lack ongoing access to a financial advisor? For most of the roughly half of U.S. workers who have a retirement account, the primary source of guidance and information will come from retirement plan providers and self-directed investment firms. As these communications start to make their way to investors through emails and online communications, we have a few preliminary observations to share.

April 21, 2020 by David O'Connell

So Paycheck Protection Program (PPP) round one is over, and what a storm it was. Some things went well, others went badly. These are worth considering somewhat closely. After all, there is at least another US$250 billion coming down the legislative pipeline. We are going to be at this for at least a few more weeks, maybe even a few months, if COVID-19 spikes in late fall, as did the Spanish flu in 1918. 

April 20, 2020 by Susumu Suzuki

アイテ・グループ・レポート:Under Lockdown: Workplace Agility in Financial Services

■ アンケート調査実施の背景と概要


■ アンケートの集計結果

April 15, 2020 by Paul Sinthunont

As an analyst at Aite Group, I frequently speak to business and technology leaders at capital markets firms to understand business strategy, the role that technology plays in that strategy, and the common challenges when striving for success.