What we learned, why it matters and how we can help.
View as Web Page | | | | | | | | | | | | Behavioral Finance Trends Amid COVID-19
What we learned, why it matters and how we can help
Sept. 17, 2020 | 1 PM ET/10 AM PT | | | | Hello Voornaam, | | | | Join thought leaders from Charles Schwab Investment Management, Inc., the Investments & Wealth Institute and Cerulli Associates, for a panel discussion to showcase results from the BeFi Barometer 2020 and offer behavioral finance strategies and insights to improve client outcomes. | | | | Authoritarians on the subject, will present recent findings from a survey conducted in the midst of the Covid-19 pandemic and provide strategies, insights and fast-acting techniques for financial planners on how to manage client expectations during these times and beyond, that they can implement immediately. | | |
| Register Now |
| | Panelists: | | | Devin Ekberg
CFA®, CPWA®, CIMA®
Chief Learning Officer
Investments & Wealth Institute
| | | Omar Aguilar, PhD
Chief Investment Officer (CIO) of Passive Equities and Multi-Asset Strategies
Charles Schwab Investment Management Inc
| | | Asher Cheses
Research Analyst, High-Net-Worth
Cerulli Associates
| | | David Adler
Wealth Management & Behavioral Finance Expert
(Moderator) | | |
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