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State of the Retirement Industry: The Advisor's View

March 26, 2019

The advisory business has leaders and trendsetters. Understanding their perspective is invaluable for retirement businesses.

This webinar is a discussion with Rick Shoff, Managing Director, CAPTRUST, a premier independent, fee-based advisory organization servicing institutional and individual clients. Rick and host, Gary Lineberry, Managing Director, LOMA Secure Retirement Institute, explore:

  • What are the client driven trends affecting the advisory world?
  • What times of advisory firms are gaining share?
  • Financial wellness and the advisor value proposition...how do they integrate?
  • How do service providers increase their value to advisors?
  • How will the advisory business change, and what do those changes mean for advisors and providers?
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