Customers’ needs and expectations continue to be major drivers of change. Are they best met by technology or humans? Or a mix of both? Hybrid approaches are rapidly gaining traction and market share. Success will be measured by the customer's experience in receiving value from their perspective. The hybrid advisor, marrying technology with a human touch, clearly has advantages and benefits for all parties: clients, companies and advisors.

This session covers a number of approaches and business practices dealing with advisor offerings aimed at providing value to the customer. It will include an update on industry trends and fact backed information on some of the forces impacting change and direction in the financial advisory business.