The Future of Tech: Comprehensive Advice Platforms

Presented by

Jack Sharry, Michael Liersch, Rose Pallazzo and Ainslie Simmonds

About this talk

The race is on among top firms to develop fully integrated comprehensive advice platforms to attract and retain billions in retirement assets. Our panelists are setting the pace by developing sophisticated ecosystems that bring simplicity, speed, accuracy and improved financial outcomes for clients, advisors, and firms. Hear about their experience in rallying stakeholders to build cutting-edge, integrated and coordinated platforms, and share their views of the future of human and digital advice. *Testimonial presenter: Adele Sukhov, Financial Services Business Consultant, EY*

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Financial Advisor is a monthly financial services magazine which delivers market information for financial advisors. Its articles focus on strategies and management advice for advisors of affluent clients. Its targeted readership includes financial planners, investment advisors, and broker-dealers.