2018 Investment Adviser Perspectives: Digital Advice Roundtable

The program will include in-depth discussions of the legal, regulatory, and commercial aspects of offering digital advisory solutions, including:

• Key trends in the evolution from advice to comprehensive financial wellness
• Updates on the regulatory environment for digital advice
• FinTech charters and regulatory sandboxes
• Proprietary products and other tricky ERISA and IRA issues
• Advertising, social media, and online referral arrangements
• Risk management, compliance, and internal controls

Questions? 

Please contact Bernice Kyereme.

This event is by invitation only.