Replay | MMI NetMeeting
The Morgan Stanley Modern Wealth Platform is at the forefront of industry efforts to deliver comprehensive, digitally-enhanced advice at the household-level. In this MMI member-only NetMeeting, presented by the MMI Digitally-Enhanced Advice Community, Chris Scott-Hansen shares how he and his colleagues are working to empower financial advisors to effectively manage their books of business by providing coordinated investment solutions at scale.
Jack Sharry, Co-Leader of MMI’s Digitally-Enhanced Advice Community, interviews Chris on how Morgan Stanley is seeking to improve investor and advisor outcomes while managing the workflow complexity of coordinating household-level assets across an advisor’s book, including: goals planning, risk management, asset location, household rebalancing, and intelligent withdrawals from multiple accounts, models, and products. The conversation also includes the challenges of driving advisor understanding of – and engagement with – the technology tools available to them.
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Introduction:
Arlen Oransky, SVP, Chief Membership and Programs Officer, MMI
Presenters:
Jack Sharry, EVP, Chief Marketing Officer, LifeYield; Co-Leader, MMI Digitally-Enhanced Advice Community
Chris Scott-Hansen, Managing Director, Head of Portfolio and Trading Solutions, Morgan Stanley
Duration:
50 minutes (including time allocated for Q&A)
CE Credit:
Investments & Wealth Institute® has accepted the MMI NetMeeting - Case Study: Delivering Digitally-Enhanced Advice at the Household-Level - A conversation with Chris Scott-Hansen of Morgan Stanley for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
Note:
This NetMeeting is closed to members of the media.
Please contact MMI with any questions at (646) 868-8500 or events@mminst.org.
