Join thought leaders from Charles Schwab Investment Management, the Investments & Wealth Institute, and Cerulli Associates for a panel discussion as they showcase results from the 2021 BeFi Barometer and offer tips and tricks for applying behavioral finance as a means to improve client financial outcomes.
Authoritarians on the subject will present recent findings from a survey conducted post-pandemic and provide ideas, insights, and fast-acting techniques for managing client expectations during these times and beyond while offering lessons learned related to investor and advisor behaviors prior to, during, and coming out of the pandemic.
Speakers:
Asher Cheses, Associate Director, Wealth Management Consulting, Cerulli Associates
Omar Aguilar, Ph.D., Senior Vice President, Chief Investment Officer of Equities and Multi-Asset Strategies, Charles Schwab Investment Management, Inc.
Devin Ekberg, CIMA®, CPWA®, CFA®, Senior Consultant, Advisor Education, PIMCO
Premier Continuing Education (CE):
- 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
- One year from the date purchased