Innovative leaders, executives and change-makers from the industry’s top RIA, custodian, national brokerage and independent broker-dealer firms met in New York City on March 5, 2019 for the The Future of Financial Advice Roundtable. At this forum, they discussed strategies that can help accelerate growth, adoption and merging of digital and human advice.

Below are highlights from the roundtable event.

Photos from the Event

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Event Location

237 Park Avenue
New York, NY 10017
Tel: (888) 730-7307

Recommended Lodging

InterContinental New York Barclays
111 East 48th Street
New York, NY 10017
Tel: (212) 755-5900

Grand Hyatt New York
109 E. 42nd Street
New York, NY 10017
Tel: (212) 883-1234

The Palace
455 Madison Avenue at 50th Street
New York, NY 10022
Tel: (212) 888-7000

Click here for more information on parking and directions.