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March 2022

TOP OF MIND

Looking for the Holy Grail of Enterprise Platform Consolidation?

Read a summary of Craig Iskowitz and Anton Honikman discussing the rewards and challenges of pursuing platform consolidation on the WealthTech Today podcast.

READ OUR BLOG

NEWSWORTHY

Top Women in US Finance Are Celebrated During Women’s History Month

Barron’s applauds amazing women, including Thasunda Brown Duckett, CEO, TIAA

5 Big Wealth Management Trends for 2022

By Tim Welsh, CFP, ThinkAdvisor

“The fact that I, a hardcore introvert, truly miss seeing my colleagues in person is testament to the fact that MyVest does a fantastic job creating a fun and supportive work environment.”

READ ON

ONE LAST THING

You Can Offer Holistic Wealth
Management at Scale.

Today’s wealth management firms are faced with the paradox of combining a framework for holistic, coordinated portfolio management across the household, spanning multiple accounts, multiple tax registrations and multiple members. This promise is embodied by the Unified Managed Household (UMH). In this whitepaper you’ll learn:

• How the wealth management industry has evolved to better serve investors and advisors

• What it means to offer truly holistic advice to all clients

• How you can offer the customization of personalized wealth management — at scale

DOWNLOAD OUR WHITEPAPER

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