FSI OneVoice Conference

DST is a proud sponsor of the FSI OneVoice Conference, January 29-31, 2018, and we look forward to connecting with you! Visit us at Booth 102, or attend the panel session we are moderating in the Investment Advisory Services track.

The Impact of Shrinking Product Shelves, TAMP's Z, and Clean Shares

  • Tuesday, January 30
  • 3:00 p.m. – 4:00 p.m.
  • Texas 5&6 Room

Most B firms are compelled to reduce their product shelves to manage risk. What processes are being used to establish approved product lists that meet the needs of a diverse consumer landscape, and how do firms keep these shelves current and relevant to a broad constituency? The decisions we make have dramatic implications on existing consumer relationships including forced terminations, account transfers, tax implications, etc. Learn how to show best interest in these scenarios.

  • George Chuang, President, Transamerica Financial Advisors, Inc.
  • Robert Guldner, Chief Compliance Officer, Investment Advisory, Advisor Group
  • Dana Rhodes, Vice President, Advisory Consulting, Kestra Financial, Inc.
  • Moderator: Bruce Olberding, Vice President, DST Systems, Inc.
Bruce Olberding photograph
Bruce Olberding
Vice President, DST Systems, Inc.

Visit the FSI OneVoice website for more information about the session or to register for the conference.

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