Molly Benard

CEO, Connectus Wealth Advisers

Bringing Different Connections into Focus

David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, and Molly Bennard, the CEO of Connectus Wealth Advisers, talk about how organic growth can be more important than growth via acquisition and how the firm’s home-grown technology called MyConnectus, lets advisors and clients work together in a shared but unique side of the platform portal.

Snowden Lane's Boutique Culture for Growth

David and Alison discuss how Snowden Lane’s investment platform lures advisors with sophisticated clients, replicating wirehouse offerings without conflicts, and their unique compensation structure allowing each team to participate in their own P&L as well as benefit from broader firm equity.

Alison Burkett

Head of Enterprise Development, Snowden Lane Partners

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