Converge: The Robo-Advisor Forum

The Converge: The Robo-Advisor Forum is dedicated to the future of investment services.

The Converge: The Robo-Advisor Forum covers topics such as:

  • The Divison of Roles under a Hybrid Model
  • The State of the Industry: Are Robos Taking Over?
  • Partnering with Robo Advisors
  • Brining Active Robos to the Market
  • The Fiduciary Rule and Robos
  • Investor Management
  • Reaching the Right Customer: Who is Best Suited for Robo?
  • Lessons Learned from Overseas
  • Cyber Risk and Operational Best Practices for Robos
  • Launching a Pilot Program
  • What Investors Really Want: Fees, Pricing, and Transparency; Is Robo the Answer?

The Converge: The Robo-Advisor Forum brings together:

  • Robo-advisory platforms
  • Financial consultants, wealth advisors, and RIAs
  • Investment and wealth managers
  • ETF providers
  • Head of FinTech
  • Data, market intelligence, and research firms

Important

Please, check the official conference website for possible changes, before you make any traveling arrangements

Prices are for evaluation only.

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