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.

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