Behavioral Finance Through a Pandemic Lifecyle w/Omar Aguilar, Ph.D.
The Exceptional Advisor Podcast - Podcast tekijän mukaan Investments & Wealth Institute
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Robert Powell, the editor of Retirement Daily at The Street, interviews Omar Aguilar, Ph.D., Managing Director and Chief Investment Officer, Head of Investments at Schwab Asset Management, on the results from the 2021 BeFi Barometer. This episode offers best practices for applying behavioral finance as a means to potentially improve client financial outcomes. Important Disclosures (1021-1L0L)
