More direct input and sessions from advisor practitioners will be a major area of focus at this year’s Broadridge Fi360 Solutions Annual Conference 2021.
The virtual conference will kick off on Monday, May 17, and will feature legacy speakers and new faces that satisfy requests for more peer-to-peer presentations. While advisor-centric in the past, this year’s conference will be even more so, according to John Faustino, head of Fi360.
“I’m super excited that we’ve got a lot of our legacy speakers are back; folks that all the attendees know like Fred Reish, Jason Roberts, Michael Kitces, Morningstar’s David Blanchett, and others,” Faustino explained. “The SECURE Act [2.0] and IRS rollovers are big topics right now. It seems like there’s this confluence of regulation that’s impacting not only advisors and broker-dealers, but also asset managers. So, I’m interested to see some of the discussions on guaranteed income and ESG as well.”
One of the things that separates this conference from others, Faustino added, is not only the subject matter and speakers but the last 15 to 20 minutes of the session, where advisor attendees are asking questions and interacting. It’s not simply being lectured to but engagement that helps advisors drive product and similar decisions going forward.
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Acquired in November 2019, this will be the first year of a true holistic Fi360 conference (albeit virtually due to the COVID pandemic) with Broadridge’s participation and support since last year morphed into a webinar series. And a modification to the brand means the firm’s name is now officially Broadridge Fi360 Solutions, with Broadridge more prominent.
Yet, it will have the same feel as past Fi360 conferences, Faustino noted, and he emphasized the gratitude he feels to Fi360 founders Blaine Aikin and Rich Lynch.
“Broadridge has been very supportive,” Faustino concluded. “The things that are working, they don’t want to break and they’re letting us run with. They’re providing more investment in areas where we need it. But the conference is really something that Fi360 has excelled at, and Broadridge is happy for us to continue with it as we’ve done.”
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
