Replay Webinar: Advisors and the Delivery of Retirement Income Support – June 7

Date: Wednesday, June 7, noon – 1 pm ET

Replay available in Member Area.

This presentation is based on the 2016 report “Advisors and the Delivery of Retirement Income Support”. It will focus on how delivery is changing given the dynamic marketplace and the ways advisors manage portfolios for retirement income clients. This session will review the processes, products, philosophies favored, as well as key challenges and support needs.

Presenters:

Dennis Gallant, President, GDC Research

GDC Research provides applicable, actionable and customized consulting and research solutions for financial services industry. Dennis is an industry expert with over 25 years of diverse experience in market research, competitive analysis, tactical and strategic consulting, business development, and market validation for a broad set of financial and technology firms. GDC has consulted and published numerous reports and white papers on topics such as retirement income, advisory trends, digital/robo advice, wealth management, and more.

Howard Schneider, President, Practical Perspectives

Howard has over 30 years of diverse financial services experience. He has co-authored multiple research reports on financial advisors and investing, is a frequent speaker on how advisors deliver income support, and has had many articles published on retirement related topics. Practical Perspectives focuses on providing customized consulting, marketing research and competitive intelligence support to the financial services industry.

RMA® Reminder: Attendance at the webinar (or its replay) counts towards required CE for RIIA®’s RMA designation.  One webinar = 1 hour of credit.

For RIIA institutional members, all employees within the company are RIIA members and can take advantage of this member benefit.

Special Thanks to:

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