MMI NetMeeting - Discussion of Modern Wealth with Leading Platform Builders

Replay | NetMeeting

A shift is under way in the advisory industry, moving from discrete products, accounts, and technology tools to integrated household-level solutions. To examine this new trajectory in the delivery of financial advice, MMI has released a new research report, Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes.

In this members-only MMI NetMeeting, industry leaders Garry Carrai and Eric Lordi discuss the exciting work their firms are doing to connect third-party and home-grown capabilities to build LPL’s ClientWorks and Morgan Stanley’s WealthDesk, respectively.

Jack Sharry, co-chair of MMI’s Digitally-Enhanced Advice Committee, adds his experience and the trio discuss the new research report.  

Please complete this form to access the NetMeeting.

Arlen Oransky,
 SVP, Chief Membership and Programs Officer, MMI

Jack Sharry,
Co-Chair, MMI Digitally-Enhanced Advice Committee; EVP, Chief Marketing Officer, LifeYield

Gary Carrai,
SVP, Product and Platform Strategy, LPL
Eric Lordi, Managing Director, Morgan Stanley

50 minutes (including time allocated for Q&A) 

CE Credit:
This NetMeeting has been accepted by Investments & Wealth Institute for 1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMASM certifications.

This NetMeeting is closed to members of the media.