Vise reposted this
This Wednesday at the Tiburon CEO Summits in San Francisco, I'm joining Patrick Shaddow (Syntax Data), Ron Pruitt, CFA (Orion) , Jack Hannah (GeoWealth), Shannon Larson (AE Wealth Management), Nick Wright (SS&C Technologies), and Gerard Michael (Smartleaf) for a CEO roundtable on managed account programs and investment management products. 450 of the top CEOs in wealth and investment management in one room. The conversation matters because managed accounts have moved from wrapper to core -- the place where personalization, tax efficiency, and scale all converge. The winners in this space won't be the biggest platforms. They'll be the ones that deliver true personalization at scale without forcing advisors to choose. That's what we're building at Vise every day. Looking forward to this one.