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What occurs to the wealth administration trade when your purchasers can go away you with a click on of a button on their smartphone? Change continues to brush by the trade, with expertise taking part in a essential position. To ensure that corporations to succeed, they need to be targeted on future-proofing their follow, which implies they should adapt and undertake new expertise with the intention to stay aggressive.
On this episode, Shannon Rosic, director of WealthStack Content material and Options, speaks with Anton Honikman, CEO of MyVest, about how advisors must evolve and elevate the way in which they do enterprise.
Shannon and Anton focus on:
- The significance of embracing ‘holistic’ wealth administration by contemplating all of a consumer’s property and liabilities
- Tendencies round autonomous finance
- What customized portfolio development means to the consumer expertise
- Why the trade must broaden from wealth administration to monetary wellness, together with non-investment recommendation
Join with Shannon Rosic:
Join with the Visitor:
About Our Visitor:
Anton is the CEO of MyVest, a completely owned wealthtech subsidiary of TIAA, the place he drives the corporate’s strategic imaginative and prescient, tradition, and enterprise improvement. He’s a daily speaker and commentator within the fields of wealth administration, wealth expertise and the way forward for monetary recommendation.
Anton’s profession has targeted on the confluence of investments and expertise. Previous to becoming a member of MyVest in 2012, Anton served as President of Ada Investments, a startup funding supervisor that constructed revolutionary ESG methods, he launched the company enterprise capital group at Barclays World Traders (now BlackRock), and he spent 10 years in a wide range of roles at Barra, Inc. (now MSCI), the place he led the group that created BarraOne, a number one multi-asset class portfolio analytics platform.
Anton holds a BS in monetary economics and utilized statistics from the College of Cape City, South Africa. He’s a former trustee and Chair of the Finance Committee of The San Francisco Faculty.