Picking the Right Robo-Advisor: Webinar

Webinar Chapters

    Robo-advisors are bringing financial advice to the masses and changing the face of the financial services industry for the long haul. But what option is best? Picking the Right Robo-Advisor will shed insights on picking the best robo for your specific needs.

    Webinar Speakers
    1. Caleb Silver

      Vice President
      New York, NY
      Caleb Silver is an award winning media executive with 20 years of experience in broadcast news, digital video programming, documentaries, live events and branded content.
    2. Lex Sokolin

      Global Director, Fintech Strategy, Autonomous
      London, UK
      Lex Sokolin (@lexsokolin) is a futurist and entrepreneur focused on the next generation of financial services. He directs Fintech Strategy at Autonomous, the leading research firm for the financial sector, helping clients understand, leverage and invest in innovation. Lex is on the Board of Directors and previously was the Chief Operating Officer at AdvisorEngine (formerly Vanare), a digital wealth management technology platform built on roboadvisor DNA. He was also founder and CEO of NestEgg Wealth, a roboadvisor that pioneered online wealth management in partnership with financial advisors, acquired by AdvisorEngine. Prior to NestEgg, Lex held a variety of roles in investment management and banking at Barclays, Lehman Brothers and Deutsche Bank. Lex is a contributor of thought leadership to CNBC, Techonomy, ThinkAdvisor, Investment News, and RIABiz, was named to the InvestmentNews “40 under 40” list of industry leaders and is one of ThinkAdvisor’s IA25 influencers. He holds a JD/MBA from Columbia University and a B.A. in Economics and Law from Amherst College.
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