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Competing in The Age of Vanguard

Session Speakers
Session Description

Why Attend
Discover how to outwit, outplay, and outlast competitors in a rapidly evolving business landscape that is being recast by financial technology.

Session Details
Fintech is disrupting the world as advisors know it. From robo-advisors and turnkey asset management programs, to Vanguard’s Personal Advisor Services, technology is changing the way clients interact with and view advisors—and the way advisors must respond to survive. Hear from one visionary who will show you how to ride the sea change, including:

  • Six rules for delivering financial advice in a world where geography and pricing are being upended
  • Staggering facts about your competitors
  • Staying relevant in 2017 and beyond
  • Understanding what clients value and how to charge for it

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