MMI NetMeeting - The Rewards and Challenges of Investment Advisory Programs in the Wealth Management Industry

March 6, 2018 | NetMeeting

The evolving nature of the wealth management industry makes the future of the business exceedingly difficult to predict. Unprecedented changes in technology, regulation, and client expectations are complicating the decision-making process for wealth management executives choosing how to invest limited resources to achieve the greatest return over the next three to five years.

In this replay, Deloitte professionals and executives from leading wealth and asset management firms discuss the unique rewards and challenges of investment advisory solutions programs in a changing landscape. Topics include:

  • the unique opportunities for asset and revenue growth from investment advisory solutions, and
  • the challenges associated with investment advisory solutions that must be effectively managed for their full potential to be realized.

Presentation Deck Material Copyright © 2018 Deloitte Development LLC

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

Karl Ehrsam, Principal, Deloitte & Touche LLP  

Gary Carrai, SVP, Advisory Platform Management, LPL Financial, President of Fortigent 
Rob Klapprodt, President, Vestmark
Kurt Loreck, Managing Director, Head of Client & FA Directed Advisory Programs, Wells Fargo Advisors

This NetMeeting replay is open to both MMI members and nonmembers, excluding press.