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ModernAdvisor – Leveraging Digital Advice in a Future-Ready Practice

January 11 EST @1:00 pm - 2:00 pm

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The world of financial advice is evolving faster than ever. Clients are demanding a closer relationship with their investments and advisors are constantly being asked to spend more time on compliance and regulatory functions. Join Tom Chipman from ModernAdvisor as he explores the challenges and opportunities available to advisors looking to build a future-ready practice. This session will introduce and discuss the concept of hybrid advice, highlight research showing what the next generation of investors expect from their advisor and investments, investor behaviour challenges, active vs passive investment and the importance of fees.

CE Credits are under review


January 11 EST
1:00 pm - 2:00 pm
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