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Articles by Gerd Scherer
Taxes Done Right: New Analytics for Municipal Securities
Wealth Management By Rustem Shaikhutdinov | February 1, 2023 The U.S. municipal securities market is a prominent part of the fixed income landscape, with municipal bonds (e.g., debt offered by states, counties, cities) and municipal fund securities (e.g., 529 and ABLE savings programs). With municipal bonds in particular, issuers usually enjoy special taxation status and, as a result, investors seeking tax-efficient investments might generally assume they’re tax-free.
Does a Spike in Dividend Decrease Announcements Portend 2023 Volatility?
Key points There has been an increase in the net number of companies cutting dividends in recent months While current GDP growth is strong, expectations for a mild 2023 recession grow Fund managers seek safety rather than aggressive corporate capital spending plans as they find the right equities to own heading into the new year The S&P 500 surged to cap off a positive November.
Rethinking the Wholesale Distribution Workflow (Part 3)
Wealth Management By Thomas Etheber, PhD, CFA | September 22, 2021 As advisors continue to move from purely product- to solution-oriented sales and advisory processes, the questions raised to their wholesaler partners have naturally gained in complexity. They request investment know-how beyond simple product pitches. However, wholesalers’ sales forces are often not well prepared to deliver on these requests.
Rethinking the Wholesale Distribution Workflow (Part 2)
Wealth Management By Thomas Etheber, PhD, CFA | September 8, 2021 The composition of high-quality financial investment advice has been evolving for years. Services once available only for the rich are being democratized for less wealthy audiences. This raises the bar for every advisor across all wealth and sophistication levels.
Wealth Advisors Value Human Interaction and Technology
Wealth Management By Greg King, CFA | May 6, 2021 External factors are directly influencing how wealth advisors think about interacting with their clients and use technology to more effectively and efficiently manage those relationships. Shifting demographics and the emergence of the Gen Y/Millennials and Gen Z client segments is placing more focus on creating a better digital client experience for a group that has grown up expecting integrated technology with everything they do.
Five Calls-To-Action for the Wealth Management Industry [Infographic]
To better understand the impact of the COVID-19 global pandemic on the wealth management industry, FactSet undertook its fourth consecutive survey into the behaviors and preferences of wealthy investors. In November 2020, FactSet, in association with Aon, conducted a global online poll of 800 investors with an average net worth of $1.6 million.
Accelerating Advisor Efficiency to Drive Client Engagement
FactSet’s Greg King, Senior Director of Wealth Management and Digital Solutions Strategy and Product Development at FactSet, recently participated in a FactSet-sponsored webcast hosted by Asian Private Banker entitled, “Accelerating Advisor Efficiency to Drive Client Engagement.” Greg was joined by Albert Chiu, Executive Chairman, Asia Pacific Region for EFG Bank, Alex Sim, Managing Director and Chief Operating Officer of UOB Private Bank, United Overseas Bank Limited, and moderator Andrew...
COVID-19: Accelerator of the Digital Transformation in Wealth Management?
Wealth Management By Gerd Scherer | January 13, 2021 The global COVID-19 pandemic has led to changes across all areas of life with accompanying lockdowns, visitation guidelines, and contact restrictions. Office closures have pushed millions of employees into home-office environments. Where business processes made it possible, almost all face-to-face meetings were quickly converted to web sessions and digital collaboration expanded.
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