Household Asset Location is 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 the Unified Managed Household (UMH).
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 the UMH is so important
- The release of the industry's first household rebalancing engine
- How Eric and Morgan Stanley tackled the UMH challenge