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Institutional Intelligent Portfolios™: Lessons from Early Adopters of Automated Investment Management

Session Speakers
Session Description

Why Attend
Gain the latest insights about how advisors are approaching automated investment management and hear from a panel of peers about their firms’ implementations.

Session Details
Delve into the results of a recent survey of more than 300 advisors using automated investment management, and learn how registered investment advisors are approaching this new technology.  A panel of early adopting firms will discuss their approach to digitally based advice.  Topic covered will include the market segments firms are targeting, their approach to building and pricing an offer and how they position automated investment management against traditional services.  The session will also delve into branding, marketing and servicing a digital offer.   

Additional Information
CPE-1.5 hrs
1h 15m
Session Schedule