Converge: The Robo-Advisor Forum 2017

The Converge: The Robo-Advisor Forum 2017 is dedicated to the future of investment services.

Topics

• The Divison of Roles under a Hybrid Model
• The State of the Industry: Are Robos Taking Over?
• Partnering with Robo Advisors
• Brining Active Robos to the Market
• The Fiduciary Rule and Robos
• Investor Management
• Reaching the Right Customer: Who is Best Suited for Robo?
• Lessons Learned from Overseas
• Cyber Risk and Operational Best Practices for Robos
• Launching a Pilot Program
• What Investors Really Want: Fees, Pricing, and Transparency; Is Robo the Answer?

Who should Attend

• Robo-advisory platforms
• Financial consultants, wealth advisors, and RIAs
• Investment and wealth managers
• ETF providers
• Head of FinTech
• Data, market intelligence, and research firms