CFA Institute Webinar

What High Net Worth Investors Want

Join us on April 23 as we review market research conducted by CFA Institute to learn the capabilities high net worth individuals value when choosing a wealth manager, and their goals and perspectives on investing.

 

Overview
Join us on April 23 as we review market research conducted by CFA Institute to learn the capabilities high net worth individuals value when choosing a wealth manager, and their goals and perspectives on investing. We will also consider how practitioners differentiate themselves, as well as the potential impact of disruptive technology on the profession.

Please register here.