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CutterCast

Jun 15, 2017 10:30 AM - 12:00 PM ET    Online

Robo-Advisors' Disruption of Wealth Management: What’s Really Happening?

SUMMARY

SUMMARY

We provide an overview of Robo-Advisor solutions available, and describe their impact on client experience, process changes, and automation within wealth management. Members describe how they are using the tools with clients, the impact on their business functions, and how they decided to buy or build.