Disruptions for Good

You hear it repeatedly, Millennials and Women are set to inherit $41T in the next 10 years. What does this mean to your practice? What needs to change? What tools do you need and what resources are out there to meet new demands for investment with conscience? How can a thoughtful, perhaps slow, ethical approach align with the super-efficiency of robo-advisors and algorithmic trading platforms?  What will it take for you to earn trust?

This is not a new movement but it is gathering momentum. This session will provide a brief historical overview but will focus on what is happening now and how to prepare for “good” disruptions that are likely to last.