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Articles by Thomas Etheber
How Financial Advisors Can Achieve Scale and Deliver Personalized Client Experiences
Financial advisors and their clients continue to face headwinds from persistent inflation, market pressure, geopolitical uncertainties, and concerns about a recession. We sat down with Stephanie Mead, FactSet’s Vice President, Regional Director of Americas Wealth Solutions, to discuss how advisors can successfully navigate the environment and serve clients’ needs for regular contact, insights, and advice.
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.
Rethinking the Wholesale Distribution Workflow (Part 1)
Wealth Management By Thomas Etheber, PhD, CFA | August 25, 2021 Globally, financial advisors are expanding their breadth of services and are deepening their relationships with clients. Furthermore, there is a trend where advisors, instead of shopping around for the best offer, are seeking to hold close relationships with only a few selected asset management partners.
Rethinking Financial Advice from a Wholesaler’s and Technological Perspective
Wealth Management By Thomas Etheber, PhD, CFA | August 11, 2021 Gone are the good old days where wirehouses, global asset managers, and other traditional players could rely on their good reputation, breadth of products, and investment expertise to attract advisors and customers. Of course all of these factors still matter but, particularly in the U.S., the stream of financial advisors breaking their bonds with former employers has been growing for years.
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