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*