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Options for Leveraging Robo-Technology Within Your Firm

Jan 19, 2016 1:20pm ‐ Jan 19, 2016 1:40pm

Credits: None available.


Robo-technology is in the process of disrupting the financial advice industry in a big way. Many firms have not yet realized some of these platforms are great solutions for higher net worth clients, not just younger clients or for servicing accommodation accounts. One thing is clear: All firms need to evolve as the disruption advances to later stages. This mini-session will introduce the three pathways available for utilizing robo-technology and specific practice management components for successful adoption and implementation and a more automated investment management process. 


  • Deborah Fox, CEO & Founder, Fox Financial Planning Network


Credits: None available.

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