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Will AI truly transform wealth management? Should planners use robos into their practices? What’s the best way for advisors to integrate technology? Industry experts touched on these and other burning questions at SourceMedia’s In|Vest 2018 conference, giving financial planners plenty to consider when it comes to digitally transforming their businesses. Here are 10 of the most thought-provoking comments from industry leaders over the course of the two-day conference.
Carson-Invest
To hear more from Carson on the role of digital advice, read: Upgrading tech without disruption.
Thompson-Invest
To read more about Thompson’s predictions for the industry, see: Advisor retirements may spur next big digital transformation.
Woodford-Invest
For more insights on digital strategies for high-net-worth clients from Kraleigh Woodford, read: HNW clients are more complex than others when it comes to digital.
Honikman-Invest
To learn more from Honikman about how client data can be used to create a more personal experience, read: How digital changes put clients in front.
Winthrop-Invest
To hear more from Winthrop, watch A deeper understanding.
Kitces-Invest
Learn more about model marketplaces by reading: How outsourced investment strategies are reshaping wealth management.
Keough-Invest
To learn more from Keough about JPMorgan’s digital strategy, read: Clients are looking for ‘snackable’ data.
Sha_Invest
To hear more from Sha, watch: Huge pile of money coming into robos?
Hathi-Invest
To hear more from Hathi, watch: ‘It’s gotten worse over the past 10 years.’
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