The Individual Investor Explained

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Recorded04 May 2021

Publisherfeeds.buzzsprout.com

Handlerec:9812436

Show notes

The face of the individual investor is changing.In part one of this two-part podcast, SIFMA president and CEO Kenneth E. Bentsen, Jr. sits down with Ken Cella of Edward Jones to discuss how financial advice is evolving alongside the changing investor and why it is more critical than ever to work with a financial advisor. In part two, Bentsen and Broadridge’s Dan Cwenar dive into the findings from an unprecedented new study on the retail investor and share some surprising insights.

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