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?
TBA
Charles Langowski, Principal and CEO, Advanced Capital Group
Ben Sithens, Vice President – Investment, Alliant Retirement Group
David Griffin, Senior Vice President, Atlanta Retirement Partners
Chuck Williams, CFP, C(k)P, CRPS, CRPC, AIF®, Chief Executive Officer, Finspire
Joshua E. Ulmer, Senior Vice President, Institutional Consulting Director, Graystone Consulting
Todd Kading, , CFP®, CPFA™, RF™, President, Leafhouse Financial
Richard Rogers, AIFA, Principal, Innovest
David K. Stofer, ChFC, CLU, Managing Director, Retirement Plan Solutions, Mariner Wealth Advisors
Vincent Morris, President, OneDigital Retirement and Wealth
Michael Sasso, Partner, Co-Founder, Portfolio Evaluations, Inc.
Doug Prince, AIFA, Co-Founder, Advisor, ProCourse Advisors
Ellen Lander, Principal, Renaissance Benefit Advisor Group
Larry Deatherage, Founder & Managing Partner, Retirement Benefits Group
Joshua Schwartz, President, Retirement Plan Advisors, LLC
Randy Long, Managing Principal, SageView Advisory Group
Daniel Peluse, Director of Retirement Plan Services, Wayne Hummer Investments, Wintrust Wealth Management
L. Rita Fiumara CIMA, CRPS, Senior Vice President - Investments, UBS
Michael Welz, CFA, CAIA, CIMA®, President & Chief Investment Officer, USI Advisors
Brett Shoffner, President, Work Plan Retire
For more information, please contact:
(301)803-8510