The wealth management industry is at an inflection point. Investors are demanding holistic advice and customized financial planning to meet their specific retirement and lifestyle goals at the household level. Embracing technology is the only way the industry will be able to deliver the integrated planning, execution and reporting that investors want and need.
Fiserv is the industry leader in developing managed accounts, including pioneering efforts to create the first unified managed household (UMH) solution. Join Fiserv; USAA, an innovator in bringing managed solutions to clients; and Pershing, one of the industry's most important custodial platforms, for a discussion about their progress in developing and delivering the advice model.