Hart Lambur, CEO of Openfolio, sat down with CBS News' Jill Schlesinger, Betterment's CEO Jon Stein, Motif's CEO Hardeep Walia and others. The hour long webcast examines how digital interactions are changing the wealth management industry.
There’s never been a more exciting – or challenging – time to be in the wealth management industry. Register now for to hear some of the world’s leading financial institutions and brands share ideas on how wealth managers can harness the power of digital interactions to their advantage. Join us for this one-hour webinar, hosted by Jill Schlesinger, CFP Business Analyst at CBS News, as a select panel of experts explores strategies for: Surviving and thriving amidst digital disruption Adapting to automated advisory services Differentiating wealth management practices