The Fractional Future of Wealth Management

June 22, 2023 · Virtual

A Milemarker session on the rise of fractional talent in wealth management — fractional CTOs, CMOs, COOs and compliance leads — and what it means for how advisory firms staff the functions they cannot afford to hire for outright.

What it covers

• Which roles firms are filling fractionally, and which they keep in house

• How to scope and manage fractional engagements

• The operating model implications for a growing RIA

• Where technology and infrastructure decisions sit in a fractional model

Why fractional models raise the bar on documentation

A fractional leader is only effective if they can see the business quickly. Firms whose data lives across a dozen disconnected systems spend the first months of any engagement just assembling a picture — which is expensive when you are paying for senior time by the day.

Milemarker is the data infrastructure layer for wealth management, connecting 130+ systems so firm data lives in one place.

Talk to us about your firm's data layer