We're using cookies, but you can turn them off in your browser settings. Otherwise, you are agreeing to our use of cookies. Learn more in our Privacy Policy

Bridge over ocean
23 April 2019 Multimedia

What High Net Worth Investors Want

Bob Dannhauser, CFA, FRM, CAIA

Join us 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.

Join us 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.

What High Net Worth Investors Want
This is an archived webinar that took place on 23 April 2019.
Video Player is loading.
Current Time 0:00
Duration 0:00
Loaded: 0%
Stream Type LIVE
Remaining Time 0:00
 
1x
  • Chapters
  • descriptions off, selected
  • captions off, selected