Quick Start
Anthony Stich
Chief Operating Officer
NaviPlan by Advicent
The FinTech landscape has seen a decade of change. Smart devices are ever present, AI has practical uses, and portfolio rebalancing is no longer a dreaded pastime. However, plenty has stayed the same. The robos haven't taken over, the competitive spectrum of technology providers has yet to coalesce into a single corporate monolith, and firms remain empowered by choice for both their advisors and their clients. Join us for an exploration of how the core components of a firm's technology stack have evolved since 2010 and what this recent history tells us about how advisory practices will evolve going forward.