Name
Convergence of DC and Wealth Presented by State Street Global Advisors
Date & Time
Monday, October 16, 2023, 11:35 AM - 12:05 PM
Ned McNally Joseph Denoyior
Description

 

Retirement plan advisors are battling to differentiate their practice in the face of services commoditization, industry consolidation and eroding margins. DC-centric aggregator firms who can leverage technology and data to add scale are shifting focus to a new revenue stream – leveraging the participant relationship to build a Wealth Management practice. This session will cover the benefits and obstacles as wealth managers and retirement advisors begin working together to better serve DC plan participants, as well as the downstream effect for unscaled independent retirement advisory firms.
 

Location Name
Annapolis 1-2
Session Type
Breakout Session
Sponsored
Sponsored