Jun 30, 2019
"Are you relevant in these changing times?" As we recognize the massive changes brought about by technological innovation and its impact on numerous other industries, Jag shares insights for advisors to consider when thinking about the impact on the future of financial planning and portfolio management. As advisors, not only do we need to be thinking about the potential impact of artificial intelligence and technological resources on the delivery of our own services, but also to help keep our clients ahead of the curve when thinking about their own professional viability. Listen in to a thought provoking discussion.
Karen Igler of T. Rowe Price provides a brief appearance, as well, to share some insights and developments for how FPA MA members can take advantage of some of their great thought leadership and interesting insights in foreign investing.