Broadridge Fi360 Solutions Annual Conference 2022
When & Where: May 15-17, 2022, Austin, Texas + Virtual
Website: Broadridge Fi360 Solutions
The Pitch: “This year’s conference is significant for the industry as we bring together our two must-attend annual events—the Matrix GetConnected and Broadridge Fi360 Solutions Annual Conference. Together these two conferences will be rebranded as the Broadridge Fi360 Solutions Annual Conference. By combining these two industry events, the Broadridge Fi360 Solutions Annual Conference is now one of the premier professional development and networking conferences in the wealth and retirement space. Attendees from across the country will be able to grow their fiduciary knowledge by participating in insightful learning sessions, innovative workshops, thought-provoking discussions, and robust networking opportunities, either in-person or virtually!”
Agenda Highlights:
• Depoliticizing and Demystifying ESG for Retirement Plans: Interest in Environmental, Social and Governance (ESG) investing continues to soar as investment professionals find that their clients, boards and investment committees are asking for more insights and options, especially as they consider investing for retirement. However, ESG has also become a polarizing topic amidst shifting regulatory winds. Political association and uncertainty can often overshadow some of the core pillars of prudent ESG investing, like fundamental securities analysis, valuation and pursuit of long-term risk-adjusted returns. This keynote session, led by Mary Green and Kary Moore of Federated Hermes, is tailor-made to take the politics out of ESG investing. They’ll bring you up to date with the current regulatory landscape, increase your ESG fluency and highlight the benefits of authentic ESG integration and engagement as drivers of long-term risk-adjusted returns for beneficiaries.
• Top Four Fiduciary Trends in 2022 and Beyond: In this conversation between fiduciary experts Blaine Aikin and Duane Thompson, they will cover the four fiduciary trends that most interest them in 2022. Together they will look at ESG investing, where they see regulators going next with the definition of “fiduciary,” trends in ERISA litigation, and where we are today with suitability vs. fiduciary standards. They will discuss both what each of these trends means for fiduciaries now and what these trends collectively mean for the fiduciary standard going forward.
• The DOL’s New Fiduciary Rule, PTE 2020-02, and its Impact on Investment Advisers: Noted ERISA attorney Fred Reish will lead this highly anticipated educational session on the enforcement of the Department of Labor’s Prohibited Transaction Exemption (PTE) 2020-02. Following the session you will also have the option to join a Tech Talk walking you through Decision Optimizer—a scalable, user-friendly solution that can help you solve for the increased oversight.
Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.
