Reimagining the Advisor-Client Relationship

Published on
April 16th, 2019
10 minutes

Reimagining the Advisor-Client Relationship

Tech Trends ·
Featuring Joe Duran

Published on: April 16th, 2019 • Duration: 10 minutes

Joe Duran discusses the intersection of humans and machines. As technological innovation only increases, the world is changing rapidly. Duran provides timelines for financial technology and wealth management, and discusses what excites him most in the machine learning space. This video is excerpted from a piece published on Real Vision on October 16, 2018.