Don't let disruptive technology derail your business

Robo-advisers will “change the way that my business needs to operate,” Fortigent co-founder says

May 7, 2014 @ 12:27 pm

By Trevor Hunnicutt

Wealth managers sometimes think they're immune to disruptive technology — but they're not.

That's the view of Scott D. Welch, co-founder and chief investment officer for Fortigent, the outsourced performance reporting and portfolio management platform owned by LPL Financial Holdings Inc.

He spoke to InvestmentNews in a Google Hangout taped Wednesday on the final day of the CFA Institute's annual conference in Seattle.

Get Daily News & Intel

Breaking news and in-depth coverage of essential topics delivered straight to your inbox.