Build the Advisory Business of the Future 

The recent wave of industry players shifting toward a hybrid advisor-robo model shows that technology to automate asset allocation and rebalancing is a complement to financial advisors—not an alternative. 

However, using such technology to “just” help clients construct and regularly monitor diversified portfolios is no longer enough. Instead, advisors must embrace the technology, leverage it, and use it to build the advisory business of the future. 

Hear from Vestmark and Michael Kitces to explore incorporating digitally augmented advice and best practices for combining high tech and high touch into your firm. 

 



 

Michael Kitces
Partner, Director of Wealth Management
Pinnacle Advisory Group

Vince Pellegrini
Senior Vice President
Client Experience

Vestmark

 

Resources:

 


 

Solution Sheet: 
VestmarkONE Robo Solution 

Resources from Kitces:
Presentation Materials & Supporting Information
Michael Kitces, Nerd's Eye View 

Panelists:

Rob Klapprodt
President
Vestmark

 

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