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Tricia Rothschild: Digitization will require clients to be comfortable sharing data

Advisers will have to earn investor trust if they want relevant data, said Morningstar's chief product officer, at the InvestmentNews Future of Advice roundtable.

More: Future of Advice 2019

Carolyn McClanahan: Aging clients need to be pushed to decide crucial financial moves

Carolyn McClanahan: Aging clients need to be pushed to decide crucial financial moves

Tricia Rothschild: Digitization will require clients to be comfortable sharing data

Tricia Rothschild: Digitization will require clients to be comfortable sharing data

Mark Casady: Advisers need to delight clients and charge them less

Mark Casady: Advisers need to delight clients and charge them less

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