MyVest led a successful panel at IN|VEST 2016 in NYC exploring the limitations of the term “robo-advice” and delving into the bigger, strategic picture of “digital wealth.”

The panel featured insights from:

  • Roger Alt, Head of Digital Channels at AssetMark
  • Eric Lordi, Managing Director at Morgan Stanley
  • Charles Smith, Executive Director of Advisory Services at EY
  • Mike Everett, VP of Business Development at MyVest

Our panelists had so much to share we collected their words of wisdom in this SlideShare: