Using Technology to Strengthen Platform and Product Capabilities with Ben Huneke

Technological disruptions have revolutionized the way financial institutions serve their clients. Integrating technology into financial systems not only strengthens product, but also creates a seamless ecosystem across the wealth management spectrum.

In today’s episode, Jack talks with Ben Huneke, Managing Director and Head of the Investments Solutions Group at Morgan Stanley Wealth Management.

Ben is the senior executive in charge of all of Morgan Stanley's retail products and platforms for their wealth management business. As the Head of the Investments Solutions Group, he is responsible for the development, marketing, and distribution of investment products. These include annuities and insurance, mutual funds, ETFs, hedge funds, private debt, equity, real estate funds, as well as individual equities, fixed income, and structured products.

Ben and Jack discuss product technology platforms, how technology is the key driver to delivering value in the advisory business, and why finding partners with specialized capabilities is the best way to grow a business.

Key Takeaways