OCTOBER 20235CONTENTSCXO INSIGHTS Robo-Advisors are Humans tooMichael Williams, CFA, RBC InvestEase, Director, Portfolio Advice, RBC14Your Message, The Bleeding Edge, And A BatonBarry Nelson,Senior Vice President, Wealth Management,U.S. Bank20Smart Investments in Real-EstateGabriel Gaete,Investment Unit - Head of Financial and Administrative Operations,SEMAICA16The Financial Advisor Retirement WaveJohn Turner,VP, Investment Advisor Lending,Live Oak Bank224 Commonly Used Wealth Transfer StrategiesJeanne Krigbaum,Chief Wealth Planning Officer, Old National Wealth Management,Old National Bank 24Financial Health Is the Key to the Transformation of the Banking SystemHugo Nájera Alva,Head of Business Development & Digital Banking, BBVA México26Art of Corporate Financial Planning for Stability and GrowthFabio Frassani Alonso,Finance Manager FP&A, Related Business, Financial Planning Manager, Sobeys1810SOLUTIONS PROVIDERS IN CANADA - 2023WEALTHMANAGEMENTPG - 28
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