Conference Materials


Breakout Sessions - ROBO Advisory vs. Wealth Advisory

Wednesday, May 8, 2019 10:30 AM - 11:30 AM


Luis Garcia Speaker Bio

Session Description

Innovation vs. Tradition.  How well is our wealth industry handling the latest advances in “Robo” technology and how does it compare to traditional advisory services?  Please join Giselle for a thought-provoking discussion of today’s wealth management client solutions.