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FactSet Insight

News and commentary from our desk to yours.

Taxes Done Right: New Analytics for Municipal Securities

February 1, 2023
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With municipal bonds in particular, issuers usually enjoy special taxation status and, as a result, investors seeking...

By Rustem Shaikhutdinov  |  Wealth Management

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Blog Posts

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February 1, 2023

Taxes Done Right: New Analytics for Municipal Securities

With municipal bonds in particular, issuers usually enjoy special taxation status and, as a result, investors seeking...

By Rustem Shaikhutdinov  |  Wealth Management

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December 13, 2022

Does a Spike in Dividend Decrease Announcements Portend 2023 Volatility?

There has been an increase in the net number of companies cutting dividends in recent months. While current GDP growth is strong,...

By Christine Short  |  Wealth Management

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September 22, 2021

Rethinking the Wholesale Distribution Workflow (Part 3)

As many wholesalers transition to advanced analytical platforms, it is important that these platforms are personalized and...

By Thomas Etheber, PhD, CFA  |  Wealth Management

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September 14, 2021

COVID-19: Accelerator of the Digital Transformation in Wealth Management?

The global COVID-19 pandemic has made weaknesses in the bank-client relationship in wealth management even more apparent.

By Gerd Scherer  |  Wealth Management

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September 8, 2021

Rethinking the Wholesale Distribution Workflow (Part 2)

Many wholesalers are transitioning their services to a new and more advanced level by supporting their specialist teams with...

By Thomas Etheber, PhD, CFA  |  Wealth Management

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August 25, 2021

Rethinking the Wholesale Distribution Workflow (Part 1)

In this series, we examine the key characteristics of a modern wholesale distribution platform.

By Thomas Etheber, PhD, CFA  |  Wealth Management

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Market Synopsis

Via FactSet StreetAccount

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August 11, 2021

Rethinking Financial Advice from a Wholesaler’s and Technological Perspective

What can wholesalers do to protect their important advisory distribution channel?

By Thomas Etheber, PhD, CFA  |  Wealth Management

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June 22, 2021

Are Millennials Still Outliers on Responsible Investing—or Has the World Caught Up?

Responsible investments continue to gain prominence and appeal beyond their early adopter Millennial (under-35) audience.

By Greg King, CFA  |  Wealth Management

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June 8, 2021

What Do Wealth Clients Want from a Digital Proposition?

Since the onset of COVID-19, we see more evidence of a positive relationship between a well-delivered digital proposition and...

By Greg King, CFA  |  Wealth Management

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May 25, 2021

How Can Wealth Managers Impress “Early Adopters”?

There is a growing digital divide between what Early Adopters need and what wealth management firms are able to deliver.

By Greg King, CFA  |  Wealth Management

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May 12, 2021

The Seismic Shift in Female Clients’ Expectations Since COVID

Our latest research shows that female investors are bearing the brunt of a challenging market environment, which has left some of...

By Greg King, CFA  |  Wealth Management

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May 6, 2021

Wealth Advisors Value Human Interaction and Technology

External factors are directly influencing how wealth advisors think about interacting with their clients and use technology to...

By Greg King, CFA  |  Wealth Management

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The information contained in this article is not investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.