Webinar: How all client portfolios will be managed in 10 years

Mike Casciano from EVO Wealth Consulting, Martin Tarlie from Nebo Wealth, and Jerry Michael from Smartleaf Asset Management present on the future of client portfolio management, emphasizing personalization, tax optimization, and efficiency. They show how technology advancements allow advisors to create custom portfolios tailored to client goals without sacrificing scalability. By incorporating Nebo Wealth's asset allocation and financial planning integration and Smartleaf's tax-optimized trading solutions, wealth managers can provide better client experiences and achieve financial goals more effectively. Both firms show the user experience in live demos.