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Wealth Administration and Retirement Plan Recommendation

Wealth Administration and Retirement Plan Recommendation


Advisors and principals at wealth administration corporations, in addition to their counterparts at retirement plan advisory corporations, agree on one factor: The convergence of their enterprise fashions is coming. 

A brand new examine of wealth managers and retirement plan advisors performed by Wealth Administration IQ, Informa and Marsh McLennan Company, explored the explanations for the convergence and the way every enterprise mannequin views the challenges and alternatives that lie forward.

This webinar will assessment the findings of the analysis and supply insights that may give advisors in both camp a aggressive edge because the market evolves. Among the many areas the webinar will contact on are: 

  • How volatility, know-how, demographics and retirement earnings are creating new alternatives in wealth and retirement.
  • How outlined contribution plans are presenting advisors with entry to hundreds of certified prospects
  • How M&A is rapidly aligning retirement plan and wealth administration capabilities to speed up convergence.
  • How personal fairness is fueling convergence — and what may very well be coming subsequent.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Produced by



Sponsored by



Mark Bruno – Moderator

Managing Director, Wealth Administration

Informa Join


Kristin Letourneau, PhD

Vice President, Analysis

Informa Interact


Craig Reid


Marsh McLennan Company





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