Five Industry Trends Reshaping Financial Advice

1:45 p.m. - 2:30 p.m.
The recent rise of digital platforms has called into question the relevance of financial advisors and the viability of current advisory business models. In this session, we look at how technology is once again driving major changes in the business model of financial advisors, driving a great convergence across historically-separate industry channels, triggering a crisis of differentiation, a search for new business models, and rising pressure on improving the client experience.