TBA, Convene, NYC

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Event Date Wed Oct 20 EDT - Thu Oct 21 EDT (in about 23 hours)
Location TBA
Convene, NYC
Region Americas

Professionals at broker-dealers serving the DC market face huge challenges to support the RPA specialist as well as wealth managers who may have just a few DC plans. Which places BDs at the center of the convergence of wealth and retirement serving hundreds of thousands of advisers with a plan. The major themes discussed at the 2020 Roundtable and Think Tank included:
• Financial wellness
• Industry consolidation
• Complying with new laws and regulations
• Industry collaboration