2022 PA Practice Progress Webinar Series: Wealth Management in a Retirement Plan Practice
Retirement plan advisory groups are naming wealth management leaders to key roles, and aggregator firms are merging with wealth advisers as well as benefits advisers. Sources say firms see their wealth management groups as drivers of growth, but what else is spurring this trend?
Join PLANADVISER and a group of industry experts to learn:
• Why wealth and retirement belong together—or do they?
• How wealth management can be fit into an advisory firm’s service offering,
• How to approach revenue opportunities in wealth management, and more.
An attorney will help provide context about fiduciary issues in this space. You won’t want to miss the robust discussion in the final iteration of PLANADVISER’s Practice Progress webinar series for 2022!