News

May 1, 2015 1:36 pm

FolioDynamix CEO to Present at eMoney Summit 2015

NEW YORK, NY – May 1, 2015 – FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that it’s CEO, Joseph Mrak, will be presenting at the eMoney Advisor Summit on Thursday, May 7, 2015 at 4:00pm.  The event will take place at the Omni La Costa Resort in Carlsbad, CA.

Mr. Mrak’s session, titled “Competing in the Next Generation of Managed Accounts,” will focus on ways that financial advisors, wealth  management firms, sponsors and managers can better serve the end client and grow an advisory business as the wealth management industry evolves.