Webinar: Convergence and the Retirement Advice Reset

Retirement advice is entering a new era. The traditional lines between retirement plans, wealth management, rollovers, and retirement income are disappearing. Advisors are being asked to help clients navigate a broader range of decisions: whether to remain in a plan, roll assets into an IRA, consolidate accounts, or incorporate annuities and other income solutions into a retirement strategy. Nearly $48 trillion sits in the U.S. retirement market, with roughly $1 trillion moving through IRA rollovers annually and $464 billion in annual annuity sales. The opportunity is massive, but so is the complexity. Winning firms will need more than products. They will need a scalable retirement advice process that helps advisors compare options, incorporate annuities and income solutions where appropriate, document recommendations, manage conflicts, and maintain oversight—without adding more friction. The challenge is to build for growth while remaining adaptable, consistent, and defensible as the retirement landscape continues to change. Discussion agenda: The convergence reshaping retirement advice Expanding the range of choices Bringing income into the advice process Operationalizing best interest Improving efficiency without sacrificing rigor Scaling advice and supervision The retirement opportunity is changing. Clients do not experience retirement decisions in separate product or regulatory categories. They see one question: What should I do with my retirement assets? Firms that can connect choice, income, best-interest compliance and advisor efficiency will be better positioned to answer that question clearly and consistently.