Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest
“If you think about platform consolidation, maybe you think about platform consolidation in terms of the abstraction layer. So you can still keep the trust accounting platform and the agency platform intact and use the managed accounts program, unified technology as a means of spanning those. And that is hard again, but it does provide […]
What Robo Advisors Can Teach Us About Focusing on the Client
This is a summary of a TechOps Track Session titled, “Empowering Advisors: Delivering Tools that Support Today’s Client Needs” from the Money Management Institute’s 2014 Fall Solutions Conference. The discussion topic was supposed to be centered on how firms are delivering new advisor tools to help them customize solutions for different client segments. However, the […]
