Regulation Best Interest: How Will the Rules Impact the Use of Technology in Delivering Advice?

The use of low-fee tools that offer automated investment advising, a.k.a. robo-advisors, has been rapidly increasing. Panelists will discuss how the new rules could impact these platforms. Moderator – James Spindler, Professor, UT Law School & McCombs • Aaron Gubin, Head of product, SigFig • Ken Joseph, Managing Director, Duff & Phelps • Harvey Westbrook, Senior Manager, Deloitte & ToucheSalem Cente