Don’t let disruptive technology derail your business
Robo-advisers will “change the way that my business needs to operate,” Fortigent co-founder says.
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.
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