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Academy of Financial Services
AFS Presentations | Block 5
Tech & Advice Delivery Research Papers
Wednesday, September 27, 2023
2:15 PM – 3:15 PM
MST
Location: PCC: North 222 AB
Papers Presented:
Comparative Perspectives on Virtual Financial Planning;
Authors: Nathan Collier, Jason Anderson, Darin Carroll, Megan McCoy
Robo-advisory: complements or substitutes traditional financial planning?;
Authors: Xinye Cao, Laura de Zwaan, Victor Wong
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