John Hyslop, head of technology, transformation, and integration, MLC/NAB Wealth, discusses the challenges his company faced while invigorating their front-to-back office wealth management platform.
[Total time 2:18]
Paul Lacher, relationship manager, DTCC, discusses the trends towards efficiency in global funds processing.
[Total time 0:57]
Catherine Tillotson, managing partner, Scorpio Partnership, speaks about how the Retail Distribution Review affects transparency.
[Total time 1:05]
Tony Lally, chief executive officer of Sunsuper and chair of the Association of Superannuation Funds of Australia, discusses the lessons that other countries can learn from Australia’s superannuation system.
[Total time 1:42]
Steven Seow, associate director of Ernst & Young Advisory, discusses wealth management trends in Asia, and how firms can capitalize on these changes.
[Total time 1:32]
Bill Yoerger, senior vice president of retirement services, OneAmerica, discusses the need for efficient networks and transparent operations in the benefit administration and insurance space.
[Total time 2:23]
Rob McDade, VP Financial & Brokerage Solutions, explains how technology helps Country Financial’s advisors increase productivity and spend more one-one-one time with their clients, building their relationships.
[Total time 2:27]
Roger Ochs, President, discusses how technology helps its advisors improve efficiencies through integration and streamlining processes, allowing them to spend more time with their clients.
[Total time 2:45]
Jim Allen, Chief Executive Officer, describes how technology enables Hilliard Lyons’ advisors meet their clients’ needs on a comprehensive and professional level, and helps the firm position itself for growth.
[Total time 1:45]
A trading and connectivity portal that gives corporate treasurers access to fund information - from a single connection.
[Total time 4:02]