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Summary
Technology and financial advice have never been more intertwined. From the products and services advisors offer clients, to communication expectations to prospecting and how a practice is run – technology is the lifeblood of wealth management. This webcast will feature a panel discussion around the insights gleaned from the recently released Advisor360° advisor survey, Advisor Tech Wish List: What Do Advisors Expect From Their Technology?
- The discussion will include:
The biggest challenges advisors face with current technology setups and the difference between wanted tech and needed tech - What is the ‘right’ level of autonomy clients should possess in managing their portfolio
- The communications and technology expectations of younger clients
- How advisors use technology to measure the strength of client relationships
- The products and services that most matter to clients
Archived webcasts are not available for CE credit.
*Original air date 12/6.
Panelists

Jess Friedman
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Eric Balchunas
Eric Balchunas is senior ETF analyst at Bloomberg Intelligence, where he leads the ETF and fund research and contributes to Bloomberg Opinion. He is a frequent speaker at industry events and conferences, as well as the co-creator of the Bloomberg podcast Trillions and Bloomberg TV’s ETF IQ. He is author of The Bogle Effect (2022) and The Institutional ETF Toolbox (2016). Eric holds a bachelor's degree in journalism and environmental economics from Rutgers University.

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Jess Friedman
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Eric Balchunas
Eric Balchunas is senior ETF analyst at Bloomberg Intelligence, where he leads the ETF and fund research and contributes to Bloomberg Opinion. He is a frequent speaker at industry events and conferences, as well as the co-creator of the Bloomberg podcast Trillions and Bloomberg TV’s ETF IQ. He is author of The Bogle Effect (2022) and The Institutional ETF Toolbox (2016). Eric holds a bachelor's degree in journalism and environmental economics from Rutgers University.

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Moderator

Abbie Robert
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Abbie Robert
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