BlackRock's Liz Koehler on Financial Advice, Using Models, and Raising the Bar

07/06/2023 28 min Episodio 108
BlackRock's Liz Koehler on Financial Advice, Using Models, and Raising the Bar

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Episode Synopsis

The need for great financial advice continues to grow, with a landscape we haven’t witnessed in 15 years. So, what does BlackRock, the world’s largest asset manager, have to say about this? What might we expect from here? In this episode, we’ll dig into the latest advice trends, covering the use of models, behavioral application, and evolving investors’ needs. We're delighted to be joined by Liz Koehler, Managing Director and Head of Advisor Engagement from BlackRock. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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