Rise of the Humans - The Hybrid Future of Wealth Management
R.F.P. Lunch & Learn - November 6th, 2018
The Kahanoff Conference Centre 105 - 12th Ave SE, Room 203 11:30 - 1:15 PM
Rise of the Humans - The Hybrid Future of Wealth Management
Everyone knows that machine-learning and automation will have a massive impact on wealth advice, but humans still hold a number of major advantages, not least of which is trust. Wealth managers who learn to combine human and machine intelligence to provide a high level of service will be winners in a highly competitive landscape. Learn about the hybrid wealth model, systems of intelligence and the future of machine-assisted wealth management from the CEO of Responsive Capital Management, a Silicon Valley backed wealth tech firm.
Register today to network with your R.F.P. peers, financial planners, invited guests and other professionals.
R.F.P. members who register for this event, may invite ONE support staff or other guest interested in becoming an R.F.P., for free. (To assist with food requirements, please enter the name and email address of your guest in the question box during the registration process.)
Following the presentation, we will have a brief Q&A and round table discussions of the impact on our professional planning services. Please come prepared to share your experience and any questions you may have about Fintech.
A light sandwich lunch will be provided in the registration fee of $25.00
Our guest speakers will provide high-level information on their experiences in this area.
Event Time: 11:30 to 1:15. Please arrive on time, as the speaker starts at 11:45.
Cost: $25.00 - Light lunch provided.
Registration closes Friday, November 2nd, 2018.
We look forward to seeing you on November 6th!
David Miller, BFS, CFP, CIM, R.F.P. Volunteer Organizer
Last updated: 22 Jul 2019 12:36 AM
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