Managing the Squeeze: How Advisors Can Navigate a Compressing Industry, Build Firm Value and Prepare for the Future

Thursday, December 9, 2021
2:00 pm EST

The meeting of market conditions and appetite has led to 2021 being the busiest period in retirement advisory firm M&A history, with more than 45 deals already completed heading into the fourth quarter. In this webinar, hear how to leverage this trend and what to expect in 2022.

Our expert panel, representing multiple industry perspectives, will discuss:

  • Drivers of retirement and wealth industry consolidation
  • Best practices from active acquirers
  • Impacts to independent firms
  • Opportunities for building firm value from within

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This webinar is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own as of the date of the recording, and do not necessarily represent the views of State Street or its affiliates. Any such views are subject to change at any time based upon market or other conditions and State Street disclaims any responsibility to update such views. These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of State Street. Neither State Street nor the speaker can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Please consult your tax or financial advisor for additional information concerning your specific situation. This video cannot be used for commercial purposes, and should only be used in the specific countries as restrictions exist with some products and services marketed globally.

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EXP: 11/30/2022
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Gregory Porteous
Head of Defined Contribution Intermediary Strategy 
State Street Global Advisors
Dick Darian 
CEO
Wise Rhino Group
Joe Denoyior
National President, Retirement & Wealth 
Hub International, Ltd.
Rich Cawthorne 
Chief Executive Officer 
Alpha Pension Group
MODERATOR
Senior Contributing Editor,
PLANADVISER
ISS Media