PHOTOS

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