What we’ve learned about the evolving role of behavioral finance through a pandemic lifecycle.
| | Sponsor content from Investments & Wealth Institute | |
| Sponsor content from Investments & Wealth Institute |
| Hello Voornaam, Join thought leaders from Schwab Asset Management, the Investments & Wealth Institute and Cerulli Associates for a panel discussion as they showcase results from the 2021 BeFi Barometer and offer best practices for applying behavioral finance as a means to improve client financial outcomes. |
| | Devin Ekberg, CIMA®, CPWA®, CFA® | Chief Learning Officer & Director of Professional Development
Investments & Wealth Institute | | (Speaker) |
| | | Omar Aguilar, Ph.D. | Managing Director & Chief Investment Officer, Head of Investments
Charles Schwab Investment Management Inc | | (Speaker) |
| | | Asher Cheses | Associate Director - Wealth Management Consulting
Cerulli Associates | | (Speaker) |
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| | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Moderator) |
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| | Devin Ekberg, CIMA®, CPWA®, CFA® | Chief Learning Officer & Director of Professional Development
Investments & Wealth Institute | | (Speaker) |
| | | Omar Aguilar, Ph.D. | Managing Director & Chief Investment Officer, Head of Investments
Charles Schwab Investment Management Inc | | (Speaker) |
| | | Asher Cheses | Associate Director - Wealth Management Consulting
Cerulli Associates | | (Speaker) |
| | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Moderator) |
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Disclaimer
BeFi Barometer 2021 is a survey of 300 financial advisors to learn how advisors view and use behavioral finance when working with clients. Conducted by Cerulli Associates May through June 2021. Respondents were members of the Investments & Wealth Institute® and diversified among business models, including wirehouse, registered investment advisor (RIA), and national/regional broker dealers. All data is self-reported by survey participants and is not verified or validated. Schwab Asset Management is not affiliated with Cerulli Associates or the Investments & Wealth Institute. Schwab Asset Management is the dba name for Charles Schwab Investment Management, Inc. (CSIM). Schwab Asset Management is a part of the broader Schwab Asset Management Solutions organization (SAMS), a collection of business units of The Charles Schwab Corporation aligned by a common function—asset management-related services—under common leadership. CSIM and Charles Schwab & Co., Inc. (Schwab) Member SIPC are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. (0921-1L1B) |
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