The Future of Wealth Management

Panel entitled, "The Future of Wealth Management." Panelists include: Ashley Fieglein Johnson, Wealthfront; Lowell Putnam, Quovo; Vinod Raman, Fidelity Institutional; Eric Poirier, Addepar; Jerry Michael, Smartleaf; Moderator: William Trout, CELENT. Recorded at LendIt USA 2017.