Event Details

November 17, 2016

Description

A panel discussion titled 'Robo Advisors: Shedding Light on the Potential Opportunity', where speakers from different firms discussed their business models and the future of the robo-advisor industry.

Participants (3)

Name Type Mentions
Eli Broverman person 4 View Entity
Randy Sternke person 4 View Entity
Vaughn Bowman person 10 View Entity

Source Documents (1)

HOUSE_OVERSIGHT_014367.jpg

conference summary report
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This document from a 2016 conference summarizes panel discussions on the future of the payments industry and robo-advisors. A survey indicates a belief that the payments industry will be controlled by large incumbent institutions enabled by innovative tech companies (59%). The document also covers the growth drivers for robo-advisors, such as a lack of quality advice for small investors and a desire for transparency, with market size predictions for the sector to surpass $1 trillion in assets.

Related Events

Events with shared participants

Bank of America Merrill Lynch's '2016 Future of Financials Conference', which included a panel discussion titled 'Robo Advisors: Shedding Light on the Potential Opportunity'.

0017-01-01 • Not specified

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Bank of America Merrill Lynch held its '2016 Future of Financials Conference'.

2016-11-17 • Unknown

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Event Metadata

Type
Unknown
Location
2016 Future of Financials Conference
Significance Score
5/10
Participants
3
Source Documents
1
Extracted
2025-11-19 13:54

Additional Data

Source
HOUSE_OVERSIGHT_014367.jpg
Date String
2016-11-17

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