Back

Uncovering the True Behaviors of U.S. Investors Post-2020

Sunday 18 October, 11:30 AM–12:00 PM

Duration: 30 mins
Location: Family Office & WealthTech Summit: Marco Polo 705-707

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.

SHARE

Speaking
  • Dan Egan

    Betterment

    Head of Behavioral Science & Investing

  • Sherry Baker

    FIS

    SVP & Head, Global Wealth Products

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
  • Panel Discussion

Don't miss out on the insights your business needs. Get your pass now.

Passes go full rate after Sept 11.

Get Your Pass Now