Charterholder Ceremony & from AI to API: How Technology Will Transform the Advisory Practice

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15 November 2018
Maggiano's Little Italy, 17603 IH 10W, San Antonio, TX 78257, United States

Automation is freeing the advisor from rote tasks. Explore the degree to which next-generation technology will help to scale wealkth management functions and the thinking and reach of the advisor.

Event details

Sector
Securities & Investments, Wealth Management
Location
North America
Format
Conference