The Robo-Advice Solution:
Creating a Fully Integrated Platform

A surging consumer demand, along with the introduction of the 
Department of Labor’s (DoL) conflict of interest rule, has created
a newfound urgency for automated advice platforms.

Is your firm prepared to enhance your operating model to capture
new investor demand and comply with the DoL Fiduciary Rule?

 



Panelists



 

Rob Klapprodt
President / Vestmark

Will Trout
Senior Analyst / Celent



Resources:

 


 

Brendan McConnell
COO / Brinker Capital

 

View the recorded webinar:

Fill out the form below to view a recording of our webinar: "The Robo-Advice Solution: Creating a Fully-Integrated Platform."

 

Download a copy of the white paper, "The Integrated Platform: How Digital Technology is Reshaping the Wealth Management Landscape."  

The Robo-Advice Solution: Creating a Fully Integrated Platform