Replay | NetMeeting
A shift is under way in the advisory industry, moving from discrete products, accounts, and technology tools to integrated household-level solutions. To examine this new trajectory in the delivery of financial advice, MMI has released a new research report, Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes.
In this members-only MMI NetMeeting, industry leaders Garry Carrai and Eric Lordi discuss the exciting work their firms are doing to connect third-party and home-grown capabilities to build LPL’s ClientWorks and Morgan Stanley’s WealthDesk, respectively.
Jack Sharry, co-chair of MMI’s Digitally-Enhanced Advice Committee, adds his experience and the trio discuss the new research report.
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Introduction:
Arlen Oransky, SVP, Chief Membership and Programs Officer, MMI
Moderator:
Jack Sharry, Co-Chair, MMI Digitally-Enhanced Advice Committee; EVP, Chief Marketing Officer, LifeYield
Panelists:
Gary Carrai, SVP, Product and Platform Strategy, LPL
Eric Lordi, Managing Director, Morgan Stanley
Duration:
50 minutes (including time allocated for Q&A)
CE Credit:
This NetMeeting has been accepted by Investments & Wealth Institute for 1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMASM certifications.
Note:
This NetMeeting is closed to members of the media.
