Wednesday, October 28, 2020 @ 1pm ET

LIVE Panel: Household Asset Location, Our Industry's Next Big Disruption

Household-level management requires a new way of thinking. These executives have done that thinking already.

Join Gavin Spitzner, President of Wealth Consulting Partners, as he leads a panel of Enterprise Technology Experts from Morgan Stanley, AdvisorPeak and LifeYield to discuss the drastic industry shift to householding.

Not sure if you can join us on the live day? Register and we'll send you the recording.

Panel Speakers

This tell-all chat features Damon Deru, CEO of AdvisorPeak, Eric Lordi, Managing Director and Head of Platform Development at Morgan Stanley Wealth Management and LifeYield EVP Harry Bartle, who will dive deep into:

  • Why the concept of householding is so important
  • The release of the industry's first household rebalancing engine
  • How Eric and Morgan Stanley tackled the householding challenge

You'll hear directly from executives who have taken the successful leap towards householding and the key lessons they learned along the way.

It's an hour you won't want to miss!