May 14, 2020 / 04:00PM GMT
Michael Medvinsky - FactSet Research Systems Inc. - Director of Wealth Solutions - Americas
Welcome, and thank you for joining us today for our second edition of FINSIGHTS, our brand-new webcast series with a focus on the Canadian market. Series started last week with a session on the highs and lows of fixed income. In case you missed it, feel free to check out the recording through the link we've sent you. Today, we want to talk about some of the challenges and solutions for the Wealth Adviser, and how what we call the 5 Cs of Wealth will help you enter the decade (inaudible) Digital Wealth Management.
We'll take a look at the status quo of technology and solutions available and make a fact and check -- reality check of what was predicted for 2020 and what became true. And how forecasts have changed and what happened when something unexpected like a pandemic comes along? And how do wealth professionals in Canada and globally succeed with cutting-edge technology? Is the traditional market data platform already irrelevant?
My name is Michael Medvinsky, I'm Director of Sales for FactSet's
Factset Research Systems Inc FINSIGHTS The Financial Webcast Series Transcript
Jan 23, 2024
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