| Dear Voornaam: Join Vestmark’s Corporate Strategy Officer Rob Klapprodt as he hosts a panel to help unravel these questions and more!
Our speakers will discuss real case studies with some wealth management firms who have grappled with these questions, and you will hear from Rick Ledbury of FUSE about the survey and study his firm just completed to gauge updated sentiment in the industry for strategic plans and timing around platform and program consolidation.
Key takeaways from this session will include:
- Best practices for evaluating options, scoping effort, realistically setting expectations and minimizing impact to advisors and investors
- Lessons learned from firms who have been through the consolidation and/or rationalization exercise
- Ideas to mitigate and address some of the key concerns expressed by firms as they consider consolidation and rationalization
- Key considerations for evaluating potential partner tech firms and selecting the right partner
PRESENTER:
Rob Klapprodt
Chief Strategy Officer
Vestmark |
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PRESENTER:
Rick Ledbury
Director of Research
Fuse Research Network |
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PRESENTER:
Lisa Messina
Executive Director
Oppenheimer Asset Management |
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MODERATOR:
David Armstrong
Editor-in-Chief
Wealth Management |
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Too busy to attend live? Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience: during your commute, on weekends - whenever is convenient for you. Regards, Christina King Webinar Marketing WealthManagement.com *CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval. | 
