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?
John Curry
Senior Director, Marketing
CAPTRUST
NC
Joseph Gastaldi AIF®, CBFA, C(k)P®
Partner, Senior Advisor
Cafero Greenleaf
NJ
Mark Wetzel
President
Fiduciary Investment Advisors, LLC
CT
Jim Sampson
Director, Retirement Advisory Services
Hilb Group Retirement Services
MA
Gregory Cimmino, CFP, AIF
Managing Partner
Institutional Investment Consulting
CT
Todd Kading, CFP®, CPFA™, RF™
President
LeafHouse Financial
TX
Pamela Popp
President
Lockton Retirement Services
MO
David Stofer, ChFC®, , CLU
Managing Director
Mariner Wealth Advisors
KS
Scott Colangelo
Chairman
Prime Capital Advisors
KS
Doug Prince, AIFA
Co-Founder, Advisor
ProCourse Advisors
IN
Gary Handler
Senior Vice President, Investments
Raymond James Institutional Consulting
CA
Vincent Morris
President
Resources Investment Advisors, Inc.
AS
Joshua Schwarz
President
Retirement Plan Advisors
IL
Joshua E. Ulmer
Corporate Client Group Director
SeaPort Group at Morgan Stanley
OR
Jeff Cullen
Managing Partner
Strategic Retirement Partners
IL
Michael Welz
President & Chief Investment Officer
USI Consulting Group
NY
Daniel Peluse
Director of Retirement Plan Services, Wayne Hummer Investments
Wintrust Wealth Management
IL
For more information, please contact:
Lauren Feldman
(212) 224 3689