Schwab Puts Advisers on Notice With New Netflix-Like Subscription Model

Schwab Puts Advisers on Notice With New Netflix-Like Subscription Model

Assessment

Interactive Video

Business

University

Hard

Created by

Wayground Content

FREE Resource

The video discusses recent market trends, focusing on the flow of money into corporate bonds and ETFs, and the implications of these trends. Dan Egan provides insights into investor behavior, highlighting the impact of past market events on current investment strategies. The video also explores Betterment's investment approach and Schwab's new subscription model, comparing it to Netflix's service. The discussion covers the potential benefits and drawbacks of these financial services and their impact on clients.

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7 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What factors contributed to the increased flows into corporate bonds compared to Treasurys?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the significance of the 'thirst for yield' trade mentioned in the text?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

How did the market behavior change from 2018 to 2019 regarding corporate and Treasury bonds?

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4.

OPEN ENDED QUESTION

3 mins • 1 pt

What does the term 'fresh start effect' refer to in the context of investor behavior?

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5.

OPEN ENDED QUESTION

3 mins • 1 pt

What trends are observed in the duration of funds that investors are choosing?

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6.

OPEN ENDED QUESTION

3 mins • 1 pt

How do behavioral finance principles influence investment strategies according to the discussion?

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7.

OPEN ENDED QUESTION

3 mins • 1 pt

Discuss the implications of Schwab's new subscription service for financial advisory.

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