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CutterCast

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

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

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SUMMARY

SUMMARY

An overview on Robo-Advisors followed by a discussion of the various platforms offered, and how they are impacting business functions in wealth management. CutterResearch members discuss their firm’s decision to buy or build platforms, their usage with various client types, and the business functions they affect.