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Tech platform consolidation + advisory program rationalization: What, Why now and How?

Now Available On Demand

Join Vestmark’s Corporate Strategy Officer Rob Klapprodt as he hosts a panel to help unravel these questions and more. They will discuss real case studies with some wealth management firms who have grappled with these questions, and you will hear from Rick Ledbury of FUSE about the survey and study his firm just completed to gauge updated sentiment in the industry for strategic plans and timing around platform and program consolidation.

Key takeaways from this session will include

  1. best practices for evaluating options, scoping effort, realistically setting expectations and minimizing impact to advisors and investors
  2. lessons learned from firms who have been through the consolidation and/or rationalization exercise
  3. ideas to mitigate and address some of the key concerns expressed by firms as they consider consolidation and rationalization
  4. key considerations for evaluating potential partner tech firms and selecting the right partner

CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

Rob Klapprodt - Moderator
Corporate Strategy Officer


Rick Ledbury - Presenter
Director of Research
Fuse Research Network


Lisa Messina - Presenter
Managing Director
Oppenheimer Asset Management


Amna Raheem
Head of Advisory Strategy, Investment Products & Solutions


David Armstrong - Host
Editor-in-Chief and Executive Director of Content and User Engagement


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