CFA Institute
June 25, 2020
Shaping the investment industry for the greater good.

Earning Investors' Trust Webinar

Overview

In a session moderated by Kevin McPartland of Greenwich Associates, Rebecca Fender, CFA, of CFA Institute & Dan Connell of Greenwich Associates discuss the recent Earning Investors' Trust report from the Future of Finance. Topics include:

- the value of trust during uncertain or volatile markets

- trust factors impacting investment firms and advisers

- how credibility + professionalism = trust and value

- the role of technology and innovation in building trust with clients

 

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