Everyone is talking about robo advice, but will it fundamentally change the investment advisory practice? Can online technology replace face-to-face advice, either for today’s core client base of baby boomers or for tomorrow’s investors –– the cyber-savvy millennials?
This webinar will survey the current state of robo advice and discuss its role in the investment advisory practice of the future. The panel of experts will discuss:
- The growth in robo advice
- Approaches to using robo advice within the investment advisory practice
- Practical considerations for investment advisers considering the use of technology tools