9:30 AM EDT | Opening Remarks
Craig Pfeiffer, President & CEO, Money Management Institute
9:35 AM EDT | Smart Strategy + Focused Execution = “A Category of One”
Jack Sharry, Executive Vice President, LifeYield, LLC and Jed Finn, COO, Morgan Stanley Wealth Management
The wealth management and retirement/401k businesses are converging and fast. Morgan Stanley has acquired, partnered, built, and coordinated a spectrum of product, technology, and distribution capabilities that make them a “category of one.” Learn from the COO of Wealth Management how Morgan Stanley quantifies and improves client outcomes, addresses the biggest cost investors face – taxes – and achieves clients’ holy grail: how to maximize retirement income.