Request a Proposal

Institutional Investor’s 2nd Annual Retirement Plan Advisor Summit

Michael Sasso, Partner, will be moderating a panel discussion on, “Fact-Check Your Thinking: Evidence-Based Reasons for You to Consider Investment Options You Might Have Dismissed.”

As per Institutional Investor, “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?”

Click here to learn more or to register for the event.