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BDs at the Vortex of Convergence of Wealth, Retirement and Benefits

Leaders from all sectors of the 401(k) industry gathered at the RPA Broker/Dealer Roundtable in New York City.

United statesNew yorkJoel schiffmanJohn hancockRyan tiernanAdelaine wongJeff cheshierJames gormanDenise dianaKelly michelGary tankerslyMike defeoMark jackowitzMassmutual dalyShawn dalyJim smith

Investment Product & Service Launches

Nestimate announces in-plan retirement income analytics tool for advisers; Savvy Wealth launches direct indexing investment product; Broadridge, Paychex partner on small 401(k) retirement plan solution; and more.

New yorkUnited statesRitik malhotraKelby meyersJohn faustinoPaychex incBroadridge financial solutions incPlan retirement income softwareNestimate incVoya financial incNestimate launches in plan retirement incomeSocial securityWealth rolls out direct indexingSavvy wealthDirect indexingSavvy direct indexing

Broadridge Launches Initiative to Gift Fiduciary Training to Women and People of Color in Financial Professions

/PRNewswire/ To help increase the accessibility of training for women and people of color in financial professions, global Fintech leader Broadridge.

United statesJohn faustinoLiv gagnonMatthew luongoBroadridge financial solutionsNational accreditation boardEnvestnet head of strategic developmentBroadridge financial solutions incInvestment fiduciaryDesignation trainingAccreditation boardDani favaStrategic developmentAdvisory board memberFinancial solutionsGreat place

Webinar: The Door Is Open… Wider: ESG Investing for Retirement Plans

Available On Demand

Blaine aikenJohn faustinoHead of fiduciary training technologyDepartment of laborSelecting plan investmentsExercising shareholderQualified default investment alternativesFiduciary training

The Door Is Open… Wider: ESG Investing for Retirement Plans

Thursday, January 19, 2023 | 2:00 PM Eastern Standard Time

Blaine aikenDave palascakJohn faustinoHead of fiduciary training technologyDepartment of laborSelecting plan investmentsExercising shareholderQualified default investment alternativesFiduciary training

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