CFA Institute Shares Research on Investor Behavior towards Financial Advisors

Following on a successful breakfast event in August in New York, Bob Dannhauser of CFA Institute was welcomed by FCS Chicago for a luncheon presentation on November 13th.  The Global Head of Private Wealth Management shared CFA’s research on “What High-Net-Worth Investors Want from Their FAs.” Dannhauser then moderated a panel that included:

  • Jenifer A. Aronson, CFA, Founder and Managing Partner, Mosaic Fi LLC
  • Charles Brandl, Executive Director, Ogilvy
  • Laura Gregg, Director of Practice Management & Advisor Research, FlexShares managed by Northern Trust

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