Retirement plan advisors are one of the most dynamic groups in the financial services industry, an industry which is itself beginning to eclipse the institutional market in terms of assets under management and advisement as well as importance in the global capital markets. While asset flows to advisors continue to swell, snowballing M&A activity is creating an increasingly concentrated (and therefore competitive) market, with large firms growing larger and more sophisticated. Will this become an era of winners and losers? How can smaller firms carve out a niche in this environment? How can larger firms continue to evolve and adapt to meet the diverse and demanding needs of their client base? How do wirehouse advisory groups leverage the vast resources of their firm to gain a competitive edge and grow market share?
Over the course of 1.5 days, c-suite level executives from the most innovative and important retirement plan advisor firms will learn about and share ideas and experiences on some of the issues likely to have the greatest impact on their clients and their businesses in 2018 and 2019. The session themselves will be formatted as case studies, expert perspectives, opinions, discussion tables, and workshops.
The 2018 preliminary agenda is currently being developed with the latest trends and most actionable insights in the sub-advisory space. We will keep you updated with the latest agenda as we approach the event.
While it is still a work in progress under the guidance of our Advisory Board of leading RPAs, the agenda will focus on specific topics within the four major categories of Plan Design, Practice Management, Investment Solutions, and Market Insights, thereby allowing us to cover as many of the most important issues as possible. We are excited to announce the 2018 advisory board to date: