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.
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