Breakout Session
Level of Complexity: Advanced
Danielle Fava
Director, Product Strategy and Development
TD Ameritrade Institutional
From the way we interact with friends to how we consume our news, communication is changing rapidly. The introduction and proliferation of social media, conversational AI, and digital assistants have shifted customer expectations. Come hear TD Ameritrade Institutional’s take on how these changes may impact the adviser/client relationship—and what RIAs can do to remain relevant.