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Uncovering the True Behaviors of U.S. Investors Post-2020
Sunday 18 October, 10:50 AM–11:20 AM
Location: Family Office & WealthTech Summit: Marco Polo 705-707
Overview
Speakers
Description:
Forget meme stocks and the headlines they generate. Built on billions of transactions and a nationally representative survey, this is how everyday Americans actually invest. In this session, we'll reveal what's changed since 2020, how decisions split by life stage and income, and where the assumptions baked into products and policy fall apart.
Speaking
Dan Egan
Betterment
Head of Behavioral Science & Investing
Moderators
Paula Grieco
Commonwealth
Senior Vice President
Tags
Pillars
- Partnerships as the Engine to Scale
Topics
- Wealth Management & WealthTech
- Open Banking & Open Finance
- Investment
- Retail and Consumer Finance
Session Types
- Fireside Chat
