Date and Time
November 1, 2023, from 11:30 AM to 1:15 PM
A meal was provided on-site.
Location
HEC Montréal – Hélène-Desmarais Building
Room A.373-C – Claude-Séguin Conference Center
501 Rue De la Gauchetière Ouest, Montreal, QC H2Z 1Z5
Square-Victoria–OACI Metro
Do the characteristics of financial planners impact the quality of advice they give?
With Julie Raîche (Leader of Transformation at National Bank) and Philippe d’Astous (Director of the Financial Education Lab).
Recent academic research has explored the role that circumstances and the characteristics of professional financial planners may play in the recommendations they provide to their clients. What are the potential sources of bias? Additionally, what practical steps can professional financial planners take to minimize the impact of bias on client recommendations? The Retirement and Savings Institute and Financial Education Lab invite you to lunch at the new HEC Montréal downtown Hélène-Desmarais building to learn about recent research results and discuss their significance for financial planners.