Advisors and principals at wealth management firms, as well as their counterparts at retirement plan advisory firms, agree on one thing: The convergence of their business models is coming.
A new study of wealth managers and retirement plan advisors conducted by Wealth Management IQ, Informa and Marsh McLennan Agency, explored the reasons for the convergence and how each business model views the challenges and opportunities that lie ahead.
This webinar will review the findings of the research and provide insights that can give advisors in either camp a competitive edge as the market evolves. Among the areas the webinar will touch on are:
- How volatility, technology, demographics and retirement income are creating new opportunities in wealth and retirement.
- How defined contribution plans are presenting advisors with access to thousands of qualified prospects
- How M&A is quickly aligning retirement plan and wealth management capabilities to accelerate convergence.
- How private equity is fueling convergence — and what could be coming next.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Mark Bruno – Moderator
Managing Director, Wealth Management
Kristin Letourneau, PhD
Vice President, Research
Marsh McLennan Agency