Personalization at Scale: How Advisors Can Efficiently Deliver Custom Advice Through Managed Accounts
Yaqub Ahmed, Head of US Retirement and Insurance, Franklin Templeton
Jeffrey Cullen, Managing Partner, Strategic Retirement Partners
Josh Forstater, Head of Partnerships, Vestwell
Managed account adoption is increasing dramatically as advisors see the value of providing personalized advice at scale. Join us to address the factors driving adoption including advancing technology, the convergence of retirement consulting and private wealth, and the growing demand for customization. We’ll also discuss the importance of certain design features to ensure your managed account offering helps drive outcomes while delivering the individualized experience today’s participants have come to expect.