Skip navigation

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
Vestmark

 

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
UBS

 

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

 

SPONSORED BY
Vestmark logo