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  • Wealth

27 June 2024 | 1:10 PM - 2:00 PM

Why Model Portfolios are Driving the Future of Advice

As our industry continues to consolidate, top wealth managers are working with 200+ clients – and still delivering exceptional experiences. In this open discussion with leaders from Morningstar Wealth and BlackRock, we'll cover the trend to move from Rep as PM to using models to scale your practice.

Speakers

Director of Investment Products

Sharon Hughes

Director of Investment Products
Morningstar Wealth
Global Head Model Portfolios

Jeffrey Saef

Global Head Model Portfolios
BlackRock