MMI 2012 Fall Solutions Conference Summary Now Available!

We’ve just published the January 2013 edition of our Wealth Management Today newsletter and it is chocked full of information, news and opinions gathered from the Money Management Institute’s 2012 Fall Solutions Conference and the 2012 Tech & Ops Conference.

Some of the well-known industry speakers at these conferences included:

  • Martin L. Flanagan, President and CEO, Invesco Ltd.
  • Andrew Clipper, Managing Director, Head of Wealth Management Services, NA, Citi
  • Colin Moore, Chief Investment Officer, Columbia Management

Some of the topics that were covered by the panel discussions included:

  • Asset Allocation: Is Modern Portfolio Theory Dead?
  • ETFs: To Develop or Not Develop?
  • RIAs: Why Haven’t Advisors Embraced Unified Managed Accounts?

You can read all this and more when you download the January 2013 Edition of our WM Today Newsletter.

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ABOUT ME

The Wealth Tech Today blog is published by Craig Iskowitz, founder and CEO of Ezra Group, a boutique consulting firm that caters to banks, broker-dealers, RIA’s, asset managers and the leading vendors in the surrounding #fintech space. He can be reached at craig@ezragroupllc.com

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