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.
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