Announcing LifeYield Retirement Income Sourcing, the world’s first solution to portfolio decumulation at scale. Learn more here.

Portfolio Integration and Connecting the Financial Dots with Eric Lordi & Rose Palazzo

In this episode, Jack Sharry talks with Rose Palazzo and Eric Lordi from Morgan Stanley. Rose heads financial planning while Eric leads efforts across WealthDesk, a place for advisors to manage household portfolios. At Morgan Stanley, Rose and Eric have been instrumental in building the industry’s most comprehensive wealth management platform.

Creating a comprehensive ecosystem and saying goodbye to the more siloed industry standard is no easy feat. Eric and Rose have leaned on their prospective specialties to build a system that scales rather than a system where one person wears 10 hats and inevitably drops a few along the way.

Jack, Rose, and Eric discuss the magic and challenges of account integration, why integration benefits both client and advisor, and the future of financial technology.

Book a Demo