The Robo-Advice Solution: Creating a Fully-Integrated Platform

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13 December 2016

A surging consumer demand, along with the introduction of the Department of Labor’s (DoL) conflict of interest rule, has created a newfound urgency for automated advice platforms. This webinar will examine new trends impacting the shift and explore ways to deliver consistent advice at the asset class, manager, and product level.

Event details

Securities & Investments, Wealth Management