Dr. Stephen Wendel to Speak on Financial Investment Behavior at Western International Securities 2018 National Conference

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Western International Securities Inc., an independent broker and advisor firm, will hold its National Conference August 15-18, 2018 at the Terranea Resort in Palos Verdes, California. Joining their Keynote Speaker and other subject matter experts on befitting topics, Stephen Wendel, head of Behavioral Science at Morningstar, will address human financial behavior.

Dr. Stephen Wendel

“Our National Conference provides Western’s Advisors with a great opportunity to interact with fellow Advisors and to hear from a distinguished group of speakers from across our industry” said Donald Bizub, Western’s Chief Executive Officer.

Dr. Wendel is a behavioral scientist who studies financial behavior and how digital products can help individuals manage their money more effectively. He serves as Head of Behavioral Science at Morningstar, where he leads a team of behavioral scientists and practitioners to conduct original research on saving and investment behavior. Stephen has authored two books on applied behavioral science, Designing for Behavior Change and Improving Employee Benefits, and founded the non-profit Action Design Network, educating the public on how to apply behavioral research to product development with monthly events in ten cities.

The conference will again feature a variety of breakout sessions that provide the latest information on success critical topics including marketing to different generations, Socially Responsible Investing (SRI), Cyber Security updates, preventing unintended consequences in business and updates to lobbying efforts for the benefit of small independent brokers.

“Our National Conference provides Western’s Advisors with a great opportunity to interact with fellow Advisors and to hear from a distinguished group of speakers from across our industry,” said Donald Bizub, Western’s Chief Executive Officer. See more information about Western or the conference at https://www.wisdirect.com.

Through its multiple clearing agreements, Western provides its Advisors with the financial services and support they need to grow their business effectively. Established in 1995, the firm is headquartered in Pasadena, CA and maintains offices nationwide.

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