Published on Oct 15, 2015
“Technology-enhanced advice” can be a natural evolution of many advisors’ service models. Panelists discuss the latest trends, the competitive-yet-complementary nature of automated advice, and key considerations for scaling your practice without losing sight of your clients’ best interests.
Moderated by Nicholas VanDerSchie, Morningstar
David Lyon, Oranj
Kyle Ryan, Personal Capital
Tricia Rothschild, Morningstar
