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 | SESSION HIGHLIGHT | |
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| What we will explore | | | - What is behavioral finance and why is it important?
- What are the three biggest drivers of client behavior?
- How can technology help you influence better investment decisions?
| Learn more → |
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| | Chana Schoenberger | Editor-in-Chief
Financial Planning
(Moderator) |
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| | Lindsey Bell | Chief Investment Officer
Ally |
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| | Mallon FitzPatrick | Managing Director
Robertson Stephens Wealth Management |
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 | Sonya Lutter | Director, Institutional Research and Education Senior Consultant
Herbers & Company |
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Chana Schoenberger | Editor-in-Chief
Financial Planning
(Moderator) |
|
Lindsey Bell | Chief Investment Officer
Ally |
|
Mallon FitzPatrick | Managing Director
Robertson Stephens Wealth Management |
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Sonya Lutter | Director, Institutional Research and Education Senior Consultant
Herbers & Company |
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 | | | Understand the new client |
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 | | | Gain a 360° view of opportunities that lie ahead |
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 | | | Explore the most innovative wealthtech solutions |
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 | | | Position your firm for growth |
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|
| | Understand the new client |
|
| | Gain a 360° view of opportunities that lie ahead |
|
| | Explore the most innovative wealthtech solutions |
|
| | Position your firm for growth |
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