William Trout, director of Wealth Management at Javelin Strategy and Research, joins Shannon Rosic, Flyer Financial Technologies, to explore the concept of hybrid advice, the role of technology in hybrid advice and where hybrid advice is headed.
Trout is a thought leader on North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise on platform automation; portfolio management and optimization tools; data capture, storage and analytics; and robotic process automation and AI. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage and trusts.
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