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

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

Assessment

Interactive Video

Business

University

Hard

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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.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What was the impact of eliminating the asset management fee for separately managed accounts?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What strategies did UBS adopt to simplify pricing and expand client choice?

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