In this session, longtime crypto entrepreneur and investor Anthony “Pomp” Pompliano and Dani Fava, Group President of Product Innovation at Envestnet and well-known trend spotter in the wealth management industry, join forces to discuss how retail finance products are infiltrating the institutional finance space.

With the rise of robo advice and crypto adoption unfolding, you might ask, “how will these changes impact the industry?”

This dynamic duo will share insight on how crypto, social media, fractional share equity investing, and robo advisors have permeated their way from the retail investment side of the industry into the institutional space. Exploring questions like, “What does this mean for institutions?” and “What does this mean for the future of financial advice?”