Investment Exchange Forum – The Changing Face of Wealth Management and the Challenges Advisors Face

May 12, 2022

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.

Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and find his blog posts here - https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell/excell-with-options-report-from-rich-excell-2022-01-11.html & https://stayvigilant.substack.com/

Connect with Brie on LinkedIn https://www.linkedin.com/in/briepwilliams/

For more episodes go to www.cfachicago.org/podcasts and email [e-mail]

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.