Earn CE Credit | Strategies for Scalable Wealth Planning
| | | Open Finance in Action: How Data Connectivity Drives Advisory Value |
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| | DATE:
Thursday
June 26, 2025 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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In an increasingly complex wealth management environment, connectivity is the cornerstone of clarity. As clients hold assets across multiple institutions, advisors and firms need access to comprehensive, real-time financial data to provide truly personalized advice. Join thought leaders from Yodlee, MoneyGuide, Janney, and Baird as they explore how Open Finance is driving more effective planning, powering fiduciary responsibility, and uncovering new growth opportunities.
From advanced data aggregation to held-away asset visibility, the discussion will highlight how firms are leveraging connectivity to create streamlined workflows, unlock peer benchmarking insights, and better engage clients. Attendees will walk away with practical strategies for integrating connected data into downstream systems and a clear understanding of how connectivity can empower holistic wealth planning at scale.
What you’ll take away from this discussion:
Learn how to leverage Yodlee’s industry-leading connectivity to access held-away investment data and fuel downstream planning platforms. Discover how connectivity enables more efficient workflows and enhanced decision-making across planning ecosystems like MoneyGuide. Understand how visibility into held-away assets can help support fiduciary responsibility and strengthen advisor-client relationships. Explore methods to better segment clients and personalize services using behavioral insights and peer benchmarking data. Identify consolidation and growth opportunities by turning financial visibility into actionable engagement strategies. Connectivity is redefining advice. |
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| EARN CE CREDIT | CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.
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| | | Ryan Burwell Director of PWM Tech Strategy and Best Practices Baird |
| | | Mike Gooding Director, Strategic Client Partner Yodlee |
| | | Colin Yackel, CFP® Director of Training MoneyGuide |
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| | | Martin Schamis SVP, Head of Wealth Planning Janney |
| | | Shannon Rosic - Moderator Director of WealthStack Content & Solutions WealthManagement.com |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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