Day Two – Wednesday, May 20 Strategies For Tomorrow’s Wealth Management Clients
Wednesday, May 20th, 2020
11:05 AM Keynote Panel - Robo-Advisory: A Close Look At Wealth Management’ Biggest (And Most Disruptive) Trend
Robo-advice may only be gaining a small share of assets of under management, but it has still caused a tremendous shift in client expectations. In this panel, industry experts and leaders such as Patrick Wilker from U.S. Bank and Michael Savino from M1 Finance will take a close at the impact that robo has had on wealth management and the ways it will continue to shape how advice is delivered.
• Understanding the different approaches your organization can take when implementing robo-advice
• Getting your advisors on board with your robo strategy in order to ensure success
• Using robo to streamline client onboarding as well as monitor and report on portfolios
• Analyzing the future of robo-advice capabilities to keep pace