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

Sunday 18 October, 11:15 AM–11:40 AM

Duration: 25 mins
Location: Family Office & WealthTech Summit: Marco Polo 705-707

Description:

Forget meme stocks and headlines. Based on billions of transactions and a nationally representative survey, learn how a collaborative partnership reveals how everyday Americans actually invest, and what that means for the future of consumer finance.

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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

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