invest 2015 conference

Too Digital to Fail: InVest 2015 Conference – Day 2 Summary

While the first day of the In|Vest 2015 Conference was devoted to startups and their potential to disrupt the traditional financial services landscape, day two turned the tables and gave the too-big-to-fail banks and other large wealth management firms a chance to show off their digital mojo and explain why they won’t be the ones to become disrupted. After […]

Why Haven’t Advisors Embraced Unified Managed Accounts?

This is an overview of a session from the MMI 2012 Tech & Ops Conference held in Jersey City, NJ. Moderator: Jay Link, Managing Director, Managed Solutions Group, Merrill Lynch Panelists: Andrew Clipper, Managing Director, Head of Wealth Management Services, NA, Citi John Capelli, Managing Director, COO, Managed Account Advisors, Merrill Lynch Rob Klapprodt, President […]

Empowering Consumers in the Digital Age – Part 2

This is a summary of a panel session from the Fiserv Spring 2012 Client Conference and is part 2 of a two part series.  You can read Part 1 here. Moderator: Don MacDonald, Executive VP & Chief Marketing Officer, Fiserv Panelists: Benny Higgins, CEO, Tesco Bank Jonathan Carson, CEO Digital Nielsen – leads their digital business since they acquired his company, BuzzMetrics, […]

Empowering Consumers in the Digital Age – Part 1

This is a summary of a panel session from the Fiserv Spring 2012 Client Conference and is part 1 of a two part series. Moderator: Don MacDonald, Executive VP & Chief Marketing Officer, Fiserv Panelists: Benny Higgins, CEO, Tesco Bank Jonathan Carson, CEO Digital Nielsen – leads their digital business since they acquired his company, BuzzMetrics, in 2007. Debra Hopkins, […]

How Citigroup is Trying to Leverage Social Networking

This post is a summary of a session from the FRA’s 8th Annual Managed Accounts Summit. The speaker was Chandresh Iyer, Managing Director and Head of Global Custody & Investment Services, Citigroup. Chandresh began by stating that Citigroup is looking at social networking as a means of delivering advice, since you’re more likely to do something […]