Fintech for Financial Advisers: Industry Trends, Challenges, and Opportunities (Take 15 Series)

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CFA Institute Take 15 Series

Source: CFA Institute

14:48, video webcast, recorded on 8 March 2017
Posted on 3 May 2017

Technology Tools for Today (T3)

This information is accurate as of day of recording.


Joel Bruckenstein, an expert on applied technology for financial professionals and publisher of Technology Tools for Today (T3), discusses cyber-security, improving the client experience, the rise of robo-advisers, what’s in store for financial technology in the near future, and more.

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

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