Lessons you can learn from the robo advisors
Which clients enjoy using the digital financial advice experience, and how that can relate to your practice.
Interviews were recorded at the FinTech Think Tank event.
The speakers are:
– Kol Chu Birke, Sr VP Technology Strategy, Commonwealth Financial Services
– Britton Lombardi, Chief of Staff, Apex Clearing
– Michael Ragunas, CIO, Cetera
