Financial Research Associates (FRA) brings its highly successful New Opportunities in the DCIO Market to New York!
Financial Research Associates (FRA) brings its highly successful New Opportunities in the DCIO Market to New York! Whether you are already established in the DCIO market, just starting out, or considering entering this profitable space, this program will provide you with indispensable takeaways, insights and strategies to survive and thrive in the DCIO market.
Panel Topics include:
• Value-add programs that really work
• What the platforms are really looking for
• How impending legislation will affect the everyday process of your DCIO business
• Pricing considerations in the wake of fee disclosure rules
• The latest trends in product strategies and development
• How to tackle the retirement income challenge
• Best practices for getting your operational processes running smoothly
• In-depth discussions on target date funds, collective trusts, and other hot-button products and strategies
Subscribers of Global Fund Media are entitled to a 10% discount. Mention FMP115 during registration to enjoy this offer.
For more information, view the conference brochure, email Kathie Eberhard or call Kathie on 704-341-2439 .
