Wealth Management Trends
Virtual panel: “The Implications of the Evolving Wealth Management Landscape for Asset Managers” (Unlimited attendance from participation firms)
Tuesday, February 28, 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 Bank of America Merrill, Commonwealth Financial Network, Edward Jones, Fidelity Investments, LPL, Morgan Stanley, Raymond James, and UBS
For more information, contact Lee Kaworski