INVESTMENT EXCHANGE FORUM – THE CHANGING FACE OF WEALTH MANAGEMENT AND THE CHALLENGES ADVISORS FACE

CFA Society Chicago member Rich Excell, CFA, and State Street Advisors Head of Practice Management, Brie Williams, discuss biases and how they affect investing decisions.

Recorded: 4/20/22

Find Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/
Find Rich on Twitter @ExcellRichard
Read Rich’s blog posts Excell with Options: Navigating bitcoin volatility and at https://demystifinance.blogspot.com/
Find Brie on LinkedIn https://www.linkedin.com/in/briepwilliams/

This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.