One Platform To Rule Them All: How Consolidation Transforms Wealth Management Systems
“Eventually, all things merge into one, and a river runs through it.” — Norman Maclean, Author In the past decade, we have seen consolidation across a wide swatch of the technology landscape. Cars have merged with computers to be able to drive themselves, televisions have merged with the Internet to offer more entertainment choices and […]
Finding the Keys into Sponsor Platforms (1/2)
This is a summary of a session from the Money Management Institute’s 2012 Fall Solution Conference. This is part one of a two-part series. Moderator: Bill Broderick, Principal, Investment Advisory, Edward Jones. They launched their SMA program back in 1993 ($2.5 bil AUM), Mutual Fund Advisory (MFA) was launched 4 yrs ago and now has over […]
