Client Migration Across the Advice Continuum
Date & Time
Tuesday, May 24, 2022, 11:30 AM - 12:15 PM

The robo-advice market heralded in the move to digitalization. Since then, digitalization and democratization have led to the expansion of advice across all affluence levels to include robo-advisors, hybrid advice, traditional advisors, private banks, and financial wellness in the workplace. But how are clients allocated or moved across this advice continuum? 

This panel will discuss:

  • Review the various advice offerings and continuums offered in the marketplace. 
  • How do clients migrate from financial wellness to full-service advice or online brokerage to robo-investing or hybrid offerings?
  • Do clients move or stay within their advice segment as their needs change or increase in complexity?
  • What are the drivers, circumstances, and challenges behind moving up or down the advice continuum?


Dennis Gallant