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.
Read more insights from Fellowes here: What baby boomers share in common with millennials: Prospective business.