Digitally-Enhanced Advice

Serve as a forum to expand the industry’s knowledge base and effectiveness by identifying trends, opportunities, best practices, and challenges in providing comprehensive advice where technology and advisor delivery help investors achieve their financial and life goals. 

Committee Officers: 
Co-Chair - Michael Liersch, JP Morgan
Co-Chair - Jack Sharry, LifeYield LLC
Group: 
Investment Products & Solutions
Request to Join Committee: