The format worked, as these sponsors announced new products. How to manage the growth of separately managed accounts was detailed. Concurrent sessions broke out in the afternoon. We aren t speaking the same language. Technology can help get advisers and clients on the same page, the panel concluded.
Emphasis still seems to be on creating synergy via technology among portfolio management firms.
Here, back office operations, trading and functionality can be shared, panel members said. Opportunities to combine firms is still ripe, they concluded. Trust Online, another session, talked of how Internet based access can help in managing trust portfolios. Participants adjourned to a cocktail reception with exhibitors. We don t know what we don t know.