Speaker: Samantha Lamas - MorningstarTopic: Behavioral Finance
Presentation Overview: The rise of robo-advice, as well as increasing pressure from regulatory changes, has fueled a wave of change in the financial advice industry. Advisors have a growing need to prove the value they provide to clients and to develop skills that can set them apart from automated solutions and their human competition. Morningstar has responded to this need through original research and practical solutions that will prepare advisors to better deal with the ”softer” side of money management: anxiety, family dynamics, and problematic financial behaviors.
Samantha began her career at Morningstar as a product consultant working directly with the individual investor and advisor segments. She currently works with the behavioral insights team as a marketing associate. Samantha focuses on curating and developing content to better understand and drive investor success.
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