About this event
We all know how access to investment is becoming increasingly democratized for retail investors, thanks to the rise of digital. But many retail investors fall prey to behavioral biases and make poor investment decisions. In principle, financial advisors can help their clients navigate complex savings and investment decisions.
But do they?
- Do financial advisors help their clients to achieve better performance?
- Do they minimize their investment biases?
- And are the major benefits of having a financial advisor?
During this webinar, Prof. Alessandro Previtero will explore these questions based on the findings from 3 of his recent publications. His conclusions could have profound welfare implications for households but also for the investment industry.
00:00 Intro
03:08 Retail financial advice: does one size fit all?
17:22 The misguided beliefs of financial advisors
31:15 Financial advisors and risk-taking
43:45 Q&A
Hosted by
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Team member
Laurent Lamblin Head of Concepts @ everyoneINVESTEDT
With 20+ years in wealth management, Laurent, as an Innovation Manager, launched unique products boosting KBC's investment reach. Now at everyoneINVESTED, KBC's tech spin-off, he's key in smartly channeling KBC's investment expertise, aiding firms in enhancing their digital investment operations.
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Guest speaker
Alessandro Previtero Associate Professor of Finance @ Indiana University - Kelley School of BusinessG
Alessandro Previtero is an associate Professor of Finance at Indiana University’s Kelley School of Business. His areas of expertise are among others: household finance, behavioral finance, and corporate finance. Alessandro holds a Ph.D. in Management from Salento University in Italy and a Post-doctoral Fellowship of UCLA Anderson School of Management. He has made numerous academic publications, of which several have won prestigious awards.
everyoneINVESTED
Getting everyone investedIntegrate behavioral technology in your banking app to turn clients into investors by improving onboarding, profiling and engagement.
