Household Asset Location, Our Industry's Next Big Disruption

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

Householding Panel Speakers

This on-demand panel features Damon Deru, CEO of AdvisorPeak, Eric Lordi, Managing Director and Head of Platform Development at Morgan Stanley 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