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The adviser’s increasingly mobile world

Featured Speakers

Blair duQuesnay

Blair duQuesnay

Founder and CEO, Ignite Investments and Planning

Blair is the founder and CEO of Ignite Investments and Planning, an advisory firm providing integrated financial planning and investment management services for young professionals and their families. Blair is a Chartered Financial Analyst (CFA) charterholder and a CFP. Before establishing Ignite Investments and Planning, she spent 10 years in the wealth management industry. Her experience includes both UBS Financial Services and Wealthstream Advisors, a boutique advisory firm located in New York.

Sunit Bhalla

Sunit Bhalla

Principal, OakTree Financial Planning

Sunit is the principal at OakTree Financial Planning, a fee-only financial planning firm based in Fort Collins, Col. Prior to founding OakTree, Sunit spent 18 as an R&D project manager and software developer at Hewlett Packard and Agilent Technologies. He is a CFP and received an M.S. in Personal Financial Planning from the College for Financial Planning.

Bill Winterberg

Bill Winterberg

Founder, FPPad

Bill is the founder of FPPad, a consulting and media resource for financial planners and wealth managers. He is a CFP with past experience as a registered representative, registered investment adviser and operations manager. A technology expert, Bill consults with financial professionals in the selection and implementation of the right technology solutions for their practices.

Davis Janowski

Davis Janowski

Technology Columnist, InvestmentNews

Davis covers technology and its use by financial advisers including (but not limited to) applications, cloud computing, software, mobile apps, social media, compliance — software and hardware.

Event Closed

This live videocast took place on July 17, 2013 @ 4:30 p.m. EDT and is now available for replay.

About this Videocast

Financial advisers are turning to their mobile devices to gain access to news, e-mail and client accounts wherever they roam. The benefits and drawbacks of taking everything with you everywhere you go are still evolving, but a key concept to remember is that technological advancements are meant to be tools. Our panelists will discuss the future of the advisory business as it grows more dependent on mobile technology, and how best to manipulate its advancements as apps become more sophisticated and client contact seems limitless.