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May 20th | 1:00 PM - 2:00 PM | Watch the Replay

The Full Distribution Picture: Where Your Funds Actually Stand

If you missed the live session, the full webinar replay is now available on demand.

As distribution strategies become increasingly targeted and competitive, firms are placing greater emphasis on understanding where products are positioned across wealth management firms, how they compare against competitors, and where opportunities for growth may exist.

In this IMEA Webinar, WealthVista’s Max Sparshatt, Mark Spina, and John Vaughan explored how asset managers are approaching distribution intelligence today, including the growing role of data, competitive benchmarking, and platform visibility in shaping sales and product strategy decisions.

The discussion provided broader perspective on the evolving distribution landscape and the increasing importance of data and visibility in supporting more informed business decisions.

Watch the replay to:

  • Gain insights into product placement visibility across wealth management firms
  • Better understand competitive positioning within key platforms and channels
  • Identify potential distribution gaps and growth opportunities
  • Learn how firms are leveraging distribution intelligence to support strategic decision-making
  • Explore real-world perspectives on evolving distribution and platform strategies

The replay captures valuable industry insights and practical takeaways for firms looking to strengthen visibility, benchmarking, and distribution effectiveness in an increasingly competitive landscape. Watch the replay below.

PRESENTERS

Max Sparshatt

Partner, Founder

WealthVista

Mark Spina

Partner

WealthVista

John Vaughan

Partner, Head of Data & AI

WealthVista

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For more than 50 years, the Investment Management Education Alliance (IMEA) has provided a platform for industry professionals to connect, exchange ideas, and stay informed about the latest developments in investment management. With a commitment to excellence and member-driven initiatives, IMEA continues to be a trusted resource and advocate for its diverse membership base.