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Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

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September 22, 2015

Jefferson National Hosts Session, "Bridging The Robo Divide" at FPA's Annual Conference

 

Jefferson National will host a professional development session titled “Bridging the Robo Divide: Learn from the Experts and Early Adopters” at the FPA Annual Conference. The session takes place on Sunday, September 27, 2015 from 6:00-7:00 p.m. at the Boston Convention & Exhibition Center, Boston, Massachusetts.

Jefferson National’s President, Laurence Greenberg will speak alongside an impressive panel of industry experts, including Michael Kitces of Pinnacle Advisory Group, Sophie Louvel Schmitt of Aite Group's Wealth Management Team, Tim Gilligan of Betterment Institutional and David Canter of Fidelity.

About the session:

Bridging the Robo Divide: Learn from the Experts and Early Adopters

Technology is vital for today’s advisor. Industry studies show that the most successful advisors are increasing their use of technology to provide a more holistic approach to planning—and create more value for clients. Robo Advisors have emerged as one of the newest solutions—but misperceptions are common. In this session, learn how Robo-Advisors can be incorporated into your practice, how they can complement your investing process, and how they can add value for a diverse range of clients. While there is no replacement for holistic guided advice, this new generation of digital advisory solutions can be an important part of a comprehensive offering.

More information on this session and FPA’s Annual Conference is available, here.