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Title

Charterholder Ceremony & From AI to API: How Technology Will Transform the Advisory Practice

Event Description

Automation is freeing the advisor from rote tasks. Explore the degree to which next-generation technology will help to scale wealth management functions and the thinking and reach of the advisor.


William Trout, Head of Wealth & Asset Management, Celent

William Trout leads Celent’s global Wealth Management practice. His research centers on technology strategy and innovation in the securities and banking industries. He has particular expertise on automated advice delivery, the use of digital tools and wealth and asset management platform technology. An authority on the robo advisory business, William has been widely quoted in Bloomberg, CNBC, Financial Times, New York Times, and the Wall Street Journal.

Prior to Celent, William was head of product and segment development for affluent and high net worth customers at BBVA Compass. He holds an AB from Harvard College.

Event Type

Career

Education Topic

Leadership, Management, and Communication Skills

Start Time

11/15/2018 6:00 PM

End Time

11/15/2018 8:00 PM

City

San Antonio

State/Province

TX

Event Country

United States

Event Region

Americas

Location Info

​Maggiano's Little Italy
17603 IH 10W, San Antonio, TX 78257

Click here for Google Map​

Speaker

William Trout

CE Credits

1

SER Credit

1

Currency

USD

Member Price

0.00

Non-Member Price

50.00

Candidate Price

50.00

Registration

All Day Event

 

Recurrence

 

Logo

 

Presentation

 

Attachments

Content Type: MyCFA Calendar
Created at 10/15/2018 8:12 AM by rfernandez@stmmltd.com[CASMSTS:username]
Last modified at 10/30/2018 3:58 PM by rfernandez@stmmltd.com[CASMSTS:username]