The Converge: The Robo-Advisor Forum 2017 is dedicated to the future of investment services.
The Converge: The Robo-Advisor Forum 2017 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 2017 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