Product & Platform Trends
Virtual panel: “Investment Platform Developments & Model Portfolios” (Unlimited attendance from participation firms)
Tuesday, April 4, 2023
1:00 – 2:00 p.m. Eastern
- Moderator: Lee Kowarski, VP, Head of Distribution Solutions, SS&C
- Panelists: TBD – previous years’ panelists have represented AssetMark, Bank of America Merrill, Edward Jones, Envestnet, Morgan Stanley, Russell, and Wells Fargo Advisors
For more information, contact Lee Kaworski