April 24, 2018 | Open Call
MMI's Digitally-Enhanced Advice Committee hosted an open call on April 24, 2018 featuring Eric Lordi, Managing Director, Head of Platform Development at Morgan Stanley. Michael Liersch, Co-Chair of the MMI Digitally-Enhanced Advice Committee, interviewed Mr. Lordi about what Morgan Stanley has learned as they seek to build the digital platform of the future and what they see coming next.
Mr. Lordi has extensive industry experience in wealth and asset management, including leading teams in setting product and platform strategy, and the implementation of integrated wealth management platforms for Advisory, Direct, Institutional, Trust and Retirement channels at Morgan Stanley, Merrill Lynch, Barclays, and MetLife.
If you missed the call, click here to access the audio replay (MP3). Note, this replay is for MMI member use only and may not be shared publicly.
Our special thanks to Mr. Lordi for joining our open Digitally-Enhanced Advice Committee call and sharing his insights.
If you or one of your associates want to join the Digitally-Enhanced Advice Committee and be added to the distribution list for future committee calls and webinars, please send an email to events@mminst.org with Digitally-Enhanced Advice Committee in the subject line. We also welcome suggestions on topics for future calls.
Please contact MMI with any questions at (646) 868-8500 or events@mminst.org.
