Join this expert panel to hear key findings and insights from the new BeFi Barometer 2020 survey—a joint research effort of Charles Schwab Investment Management, the Investments & Wealth Institute and Cerulli Associates. Fielded in May and June 2020—after an unprecedented period of market turbulence and societal turmoil—this year’s survey gives us a unique backdrop in which to consider the effects of behavioral finance on advisors and their clients. Panelists will discuss:
- Perspective on the results of the survey, conducted in the midst of COVID-19
- How advisors and their clients responded amid market volatility
- Ideas, insights and easy-to-implement techniques to help advisors manage client expectations and biases during these uncertain times
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Omar Aguilar, Ph.D.
Senior Vice President, Chief Investment Officer of Passive Equity and Multi-Asset Strategies
Charles Schwab Investment Management, Inc.
Senior Analyst, High-Net-Worth
Devin Ekberg, CFA®, CIMA®, CPWA®
Chief Learning Officer and the Managing Director of Professional Development
Investments & Wealth Institute
David Armstrong - Moderator
Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab Funds, Laudus Funds, and Schwab ETFs and provides non-discretionary advisory services to the Charles Schwab Trust Bank (CSTB) Collective Trust Funds (each a “Trust”, collectively the “Trusts” or “Collective Investment Trusts (CITs)”). Schwab Funds and Laudus Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC. Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). CSIM, Schwab, and CSTB are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation and are not affiliated with SIDCO.