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

Future Events

Converge: The Robo-Advisor Forum 2020


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

Prices are for evaluation only.

Other Events with Similar Categories

Other Events with Similar Location or Organizer