Thanks so much for attending my presentation for the CFA 2016 Investor Issues Dialogue!
Further Reading Materials:
- Could The New Morningstar Sustainability Ratings Actually Change Corporate Responsibility?
- The Real Hidden Cost That Has Been Inhibiting Financial Planning For The Masses
- The B2C Robo-Advisor Movement Is Dying, But Its #FinTech Legacy Will Live On!
- Why Robo-Advisor Technology Still Won’t Help Most Financial Advisors Reach Millennials