A series of workshops designed to give adviser firms actionable ideas on transitioning legacy assets has been launched.
The free events run by outsourced paraplanning firm FinalytiQ will examine the potential pitfalls and opportunities in transitioning legacy business, and look at how scalable technology solutions can make the process efficient and profitable for firms. Speakers include the lang cat principal Mark Polson (pictured), Veracity Asset Transformation Service chief John Baxter and Aviva head of platform Phil Ralli, among others. The first workshop - entitled Migrate: A Workshop on Legacy Assets Transitioning and The Sunset Clause - will take place on 10 September at Dimensional Fund Advisors...
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