How have investor expectations and behaviors evolved under the new U.S. administration? With recent strides in artificial intelligence, how is the role of the financial advisor changing? These and other questions were discussed by experts in behavioral finance during a webinar on April 16, 2025, titled “The Future of the Investment Professional: Mastering the Psychology of Investor Behavior.” The panelists touched on issues that will be discussed more fully at the upcoming conference, CFA Institute LIVE 2025 to be held in Chicago, 4-7 May, 2025. The panel moderator, Peter Lazaroff [Photo, RHS], is Chief Investment Officer at Plancorp Private Wealth […]