Investors Weigh Trade, Virus, Election Risk: UBS's Chandler

The video discusses the importance of trusted financial advice during the pandemic, highlighting UBS's approach to financial planning through the UBS Wealth Way strategy. It emphasizes the benefits of having a deep financial plan, which helped clients navigate market volatility. The video also covers changes in UBS's fee structure to align with regulation best interest, including the elimination of asset management fees for certain accounts and partnerships with other platforms to enhance client choice and transparency.

Why is trusted financial advice considered crucial during the pandemic?

• Because clients are more interested in real estate investments.

• Due to increased market stability.

• Because clients face uncertainties like market conditions and elections.

• Because financial advisors are offering discounts.

What is the primary focus of the UBS Wealth Way strategy?

• Investing solely in technology stocks.

• Segmenting funds for liquidity, longevity, and legacy.

• Avoiding all market investments.

• Focusing on short-term gains.

How did the UBS Wealth Way strategy benefit clients during market volatility?

• By focusing on real estate investments.

• By encouraging emotional selling.

• By promoting high-risk investments.

• By helping clients avoid emotional selling and engage in disciplined buying.

What significant change did UBS implement in response to industry trends?

• Stopped offering financial advice.

• Eliminated asset management fees for certain accounts.

• Increased fees for all clients.

• Focused only on local markets.

Which regulation influenced UBS's strategic changes?

• Regulation Market Stability.

• Regulation Financial Growth.

• Regulation Best Interest.

• Regulation Fair Trade.