Why a Robo Advisor Solution Makes Sense
Jorge G. Moller
Executive Vice President and Director of the Retail Digital Segment, BBVA Compass
DOL impact to Small Business requirements for auto-enrollment in retirement plans and how can it work with current financial advisors. Will briefly discuss the journey for BBVA adoption of Automated Digital Asset management, why providing a Robo-Advisor solution to clients is a winning strategy, the impact of DOL on the investment industry & small business requirements to provide retirements plans for companies that cannot afford offering a 401k plan and how Financial Advisors can make a Robo-Advisor part of their investment strategies.