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February 27, 2009
The Future of Global Distribution
by Steven
My panel at NICSA's Annual Conference discussed the future of global distribution, focusing on the shift of power from the product manufacturers to the distributors.
My panel members represented three of the most important segments of the business:
- Joe D'Agostino (Citi Global Wealth Management Investments) - one of the three banks that are replacing what we today refer to as wirehouses
- Bill Dwyer (LPL Financial) - the largest independent broker/dealer in the US and one of the beneficiaries of the advisor migration from the wires to the RIA and independent channels
- Paul Feeney (Bank of New York Mellon Asset Management) - one of the global product manufacturers who will distribute through the above firms
Below, please find my slides. If you find the slides too cryptic please post a comment and I will walk you through them.