ROBO-ADVISORS: Current State of Affairs, Impact to Fund Distribution, and Strategies to Compete

A session at 2nd Canadian Funds Summit

  • Jonathan Georges

Tuesday 10th May, 2016

11:15am to 12:00pm (EST)

The emergence of automated investment services is shaking up the industry. Add-value to your partners by embracing robo-advising and help your firm stay competitive. Source strategies to:

-Complement your existing distribution network
-Support more efficient books of business
-Create Millennial client-incubator

Integrate automated investment services into your business model to help you stay competitive and grow.

About the speaker

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Jonathan Georges

VP, Wealth Management Solutions, EQUISOFT

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Time 11:15am12:00pm EST

Date Tue 10th May 2016

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