Published on Thursday, October 24, 2019
Speaking at CFA Society - LA “The Current and Future State of Wealth Management: The Transformative & Disruptive Aspects of Technology”
Join us on Wednesday, 12/4 in Los Angeles
Sue will be on a panel of technology experts and moderated by Tricia Rothschild, CFA – Chief Product Officer and Co-Head of Global Markets, Morningstar. Click here for more information on the event CFA Society - LA: Wealth Management Excellence Series.
Contact us for more information.