Thanks so much for attending my presentation for the Pinnacle Partners 2016 Forum!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading Materials:
- Why Robo-Advisors Will Be No Threat to Real Advisors
- Indexing 2.0: How Declining Transaction Costs and Robo-Indexing Could Disintermediate Index Mutual Funds and EFTs
- The Advisor of the Future Is Not Human nor Robot, But Cyborg
- How Technology is Turning the Typical Advisor AUM Fee Schedule Upside Down
- Will Financial Planners Be Forced to Reduce or Unbundle AUM Fees as the Price of Beta Goes to Zero?
- Is There a "Robo-Advisor" Bubble? Wealthfront, Betterment, & LearnVest Raise $95M in Capital in Two Weeks!
