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?
President / Vestmark
Senior Analyst / Celent
COO / Brinker Capital
Download a copy of the white paper, "The Integrated Platform: How Digital Technology is Reshaping the Wealth Management Landscape."