Rethinking Financial Advice from a Wholesaler’s and Technological Perspective
What can wholesalers do to protect their important advisory distribution channel?
Regulatory Update: August 2021
Regulatory stories dominating the conversation in August 2021.
S&P 500 Is Reporting Highest Revenue Growth in (At Least) 13 Years
The unusually high blended growth rate for Q2 is due to a combination of higher revenues for the quarter and an easier comparison...
S&P 500 Earnings Season Update: August 6, 2021
More S&P 500 companies are beating EPS estimates for the second quarter than average, and beating EPS estimates by a wider margin...
Active ETFs Buck the Passive Trend, Succumb to Fee Compression
While fee compression continues to affect every asset major class and strategy, 2021’s year-to-date fee pressure has been...
Tackling Model Drift in a Tax-Aware Portfolio
Constructing and running tax-efficient portfolios has been a growing need in the market over the last several years.
Distribution (or Showcasing the Secret Sauce)
Distribution is a series of activities that begins with the recognition that data is an asset from which each firm and user...
Analysts Continue To Increase S&P 500 EPS Estimates for Q3, but at a Slower Pace vs. Q2
The third quarter marked the marked the fifth straight quarter in which the bottom-up EPS estimate increased during the first...
S&P 500 Earnings Season Update: July 30, 2021
More S&P 500 companies are beating EPS estimates for the second quarter than average, and beating EPS estimates by a wider margin...
The Need for Speed: Trading 3.0
FactSet recently hosted an expert panel to discuss how traders can adapt quickly and prepare for future trends and requirements.
The Intersection of Analysis and Governance
Following the sourcing, integration, and quality assurance steps of the governance journey, actual analysis can be conducted.
S&P 500 Is Reporting Second Highest Net Profit Margin Since 2008 for Q2
The blended net profit margin for the S&P 500 for Q2 2021 is 12.4%, above the year-ago net profit margin and the five-year...
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