The Rise of the Machines: Financial Planning in the Digital Age

A session at CFA Institute Wealth Management Conference 2016

Thursday 17th March, 2016

8:00am to 9:00am (CST)

  • Although robo-advisors aren’t a threat to most advisors, they are a commoditizing force affecting basic investment management
  • Advisors who wish to survive and thrive in the digital age must move up the value chain by providing more advice services to clients
  • Technology tools will offer advisors unique opportunities to market to new clients, engage existing clients, and dramatically improve efficiencies in their wealth management services

About the speaker

This person is speaking at this event.
Michael Kitces

Partner and director of research at Pinnacle Advisory Group.

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Time 8:00am9:00am CST

Date Thu 17th March 2016

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Books by speaker

  • The Advisor's Guide to Annuities
  • The Annuity Advisor 2nd edition
  • The Annuity Advisor

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