Webinars
Event
- Category:
- Financial Advisor Webinar Series
- Title:
- The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now
- Presenter:
- Apollo Lupescu, Ph.D
- Company:
- Dimensional Fund Advisors
- When:
- 01/13/12 4:00 PM EST
- Slides:
- You must be registered and logged into download the slides
- Replay:
- You must be registered and logged into view this replay
- CE Credit:
- Program Id:349748185
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4.5 (69) |
Description
Advisors looking to grow assets have shown a renewed interest in the 401(k) business.
At this webinar, Dimensional Fund Advisors Apollo Lupescu, Ph.D., will address the changing competitive landscape, opportunities, and potential challenges faced by advisors in the 401(k) business, including:
· How regulatory change creates a competitive advantage for non-commission advisors
· How to mitigate risk for existing plans you might service
· Five key success factors for 401(k) advisors
· Leveraging service providers
The session will provide insights useful to specialists as well as advisors unfamiliar with the 401(k) business.
Apollo D. Lupescu oversees DFA’s efforts related to the advisor 401(k) business. He works directly with a select number of advisor clients, while at the same time serving as a 401(k) resource for other advisors looking to enter the defined contribution market or expand their retirement plan business. Apollo frequently speaks at various industry events across the country and coordinates the Dimensional advisor-oriented 401(k) events. Apollo joined Dimensional in 2004 as a regional director, and was also the manager of the client services team that provides support and analytical resources to financial advisors
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Average user rating from: 69 user(s)
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1 of 1 people found the following review helpful
You nailed it. Great job. This is a huge opportunity for well positioned advisors!
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Reviewed by foxfinJanuary 13, 2012 View all my reviews Report this review |
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0 of 0 people found the following review helpful
excellent; I've been looking for pricing guidance for a long time. wonderful references to turnkey vendors
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Reviewed by douglasc585January 13, 2012 Top 100 Reviewer View all my reviews Report this review |
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0 of 0 people found the following review helpful
Apollo was great! This was the best explanation I've heard about the 401k opportunity for fiduciary advisors.
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Reviewed by skips303January 13, 2012 Top 1000 Reviewer View all my reviews Report this review |
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0 of 0 people found the following review helpful
Very informative. We have seen a need for this business for a long time and are happy the pieces have finally fallen into place to go forward. Thank you.
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Reviewed by Webinar AttendeeJanuary 13, 2012 #1 Reviewer View all my reviews Report this review |
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0 of 0 people found the following review helpful
Excellent timely and informative. I have one DB/DC plan and want to approach other small plans for ALL the reasons he stated. My plan was paying 3% from Lincoln and the sponsor thought it was free. Everything Apollo said was right on the mark.
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Reviewed by meridianfinancialJanuary 13, 2012 Top 100 Reviewer View all my reviews Report this review |
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