This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Browse Topics

Wealth & Investment Management

Penetrating insights and the right connections

Should financial advisors become friend or foe of robots?

Author

Wealth/ Stack

Published

25 Sep 2019

Financial advisors are constantly told that they need to use automation and AI in their everyday practices. But, it can be assumed that not all of them are 100 percent comfortable in doing so. Should they be worried or should they just go for it?

TD Ameritrade Institutional's Director of Innovation, Dani Fava, was another in-house FinTech expert at Wealth/Stack. Here she discusses how RIA's can keep up to date with technological change - especially robots and automation.

IMpower incorporating FundForum

25 - 26 Jun 2024, Monte Carlo, Monaco

The event in everyone's calendar

Hideexpand_more

Sign up for Wealth & Investment Management email updates

Hideexpand_more