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 […]

money management institute

MMI 2015 Annual Convention Quick Twitter Recap

The theme for the Money Management Institute’s 2015 Annual Convention in Charlotte, NC was “Leadership Challenges in a Period of Fast-Paced Industry Transition”.  This was well-timed considering the whirlwind of changes that have occurred over the past year. The attendees were a good mix of asset managers, sponsors and vendors that led to some lively […]

One Platform To Rule Them All: How Consolidation Transforms Wealth Management Systems

“Eventually, all things merge into one, and a river runs through it.” — Norman Maclean, Author In the past decade, we have seen consolidation across a wide swatch of the technology landscape. Cars have merged with computers to be able to drive themselves, televisions have merged with the Internet to offer more entertainment choices and […]

Merrill Streamlines Their Platform To Deliver UMH for Clients

Last week, I was contacted by a reporter from FundFire looking for my comments on a new feature that Merrill Lynch has implemented as part of their $100 million platform consolidation project.  The project, called Merrill One, is replacing five other legacy programs, some of which have been running for over 25 years.  She was […]

Beyond the Style Box: SMAs and Model Portfolios

This is a summary of a panel discussion from the MMI 2013 Spring Convention held in NYC on April 22-24. Moderator: Mark Thomas, SVP, Head of Managed Accounts, PIMCO Panelists: Brian Bono, Chief Investment Strategist, Investment Strategy Unit, SEI Investment Company Russell W. Tipper, Director, Head of Third Party Platforms, Merrill Lynch Fred Gaskin, Managing […]

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 […]

Has Rep as PM Growth Peaked? (2/2)

This is a summary of a panel discussion from the Money Management Institute’s 2012 Spring conference held in Chicago, IL.  This is part 2 of 2.  You can read Part 1 here. Moderator: Jay Link, Managing Director, Merrill Lynch Panelists: Lorna Sabia, Managing Director, Head of Managed Solutions Group, Merrill Lynch James Walker, Head of Consulting […]

Has Rep as PM Growth Peaked? (1/2)

This is a summary of a panel discussion from the Money Management Institute’s 2012 Spring conference held in Chicago, IL.  This is part 1 of 2.  You can read part 2 of 2 here. Moderator: Jay Link, Managing Director, Merrill Lynch Panelists: Lorna Sabbia, Managing Director, Head of Managed Solutions Group, Merrill Lynch James Walker, Head […]