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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

This person is speaking at this event.
Jonathan Georges

VP, Wealth Management Solutions, EQUISOFT

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When

Time 11:15am12:00pm EST

Date Tue 10th May 2016

Short URL

lanyrd.com/sdypwg

Official event site

www.fundssummit.ca

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