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4:30 - 5:00 Jorge G. Moller


Why a Robo Advisor Solution Makes Sense


Jorge G. Moller
Executive Vice President and Director of the Retail Digital Segment, BBVA Compass


Session Description

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.



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