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Guiding Assets

Formerly Take 15, Guiding Assets is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding Assets will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Guiding Assets will continue to help build a better world for investors.

Host: Mike Wallberg, CFA

Producer: Mitchell Forst 

  1. All Episodes
  2. Using Digital Technology to Improve Clients' Experiences

Using Digital Technology to Improve Clients' Experiences

Oct 30, 2019

In episode #384, Vanguard Center for Investor Research's head of research, Jane E. Henshaw, discusses insights gained through her work and how it may be used to improve investment clientele's customer experience.