2022 MMI Webinar: The Integrated Wealth Ecosystem

Complimentary admission | Open to members and non-members | Press allowed

Join us for an MMI Webinar, featuring Randy Bullard, Global Head of Wealth at Charles River Development, and Darren Tedesco, President of Advisor360o, for a timely discussion of the value of partnerships in navigating the integrated wealth ecosystem.

Randy and Darren will discuss how their firms intentionally partner and continuously develop their partner networks to create greater value for clients. They will also review their approaches to partnerships, success stories, some of the enabling technologies and platforms they leverage to expand their partner ecosystems, and how they see their partnership models evolving in the future.

By attending, you’ll learn:

  • Trends that can transform the technology landscape in 2022
  • Recommendations to help you optimize your ecosystem
  • Tips when building an integrated stack

Featured Speakers:
Randy Bullard, Global Head of Wealth, Charles River Development
Darren Tedesco, President, Advisor360o

60 minutes (including time allocated for Q&A).

CE Credits:
Investments & Wealth Institute® has accepted the MMI Webinar: The Integrated Wealth Ecosystem for 1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Please contact MMI with any questions at (646) 868-8500 or events@mminst.org.