The Future of Tech: Comprehensive Advice Platforms

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Speakers

Jack Sharry
Executive Vice President
LifeYield, LLC

Michael Liersch
Head of Advice & Planning
Wells Fargo

Rose Pallazzo
Group Head
Envestnet | MoneyGuide

Ainslie Simmonds
President
Pershing

Up Next

1:40 PM EDT
1:1 with Burt White
Jam Session

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