Leveraging Tools & Technology to Scale Fiduciary Processes
Moderated by John Faustino, AIFA®, PPC®, Fi360
Benjamin Thomason, EVP, Sales & Relationships, Vestwell
Christine Lubieniecki, Regional Director, Dimensional Fund Advisors
Mitch Mitchell, Riskalyze
March 21, 2019
People throw out a lot of buzz words (cloud computing, big data, etc.) in talking about financial technologies. We’ll focus on pragmatic application of technology to financial advisor workflows; allowing them to serve more clients with the same resources.