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Internal Channel Sales Team Lead July Business Services
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Mergers & Acquisition Specialist Compass
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Compass
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Relationship Manager – Defined Contributions Daybright Financial
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Attorney - ERISA, Benefits, & PRT Securian Financial Group
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Senior Client Service Specialist EPIC RPS
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EPIC RPS
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Regional Sales Director-Mid Atlantic July Business Services
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Daybright Financial
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Director, Strategic Accounts and Channel Development July Business Services
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Independent Retirement
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Daybright Financial
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Automotive Industries Trust Funds
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Regional Sales Director-Heartland July Business Services
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Stones River Consulting
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The Pension Source
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Nova 401(k) Associates
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Independent Retirement
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Pentegra
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Advisor Fund Comparison ToolsCorporate Insight |
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May 2, 2023 On-Demand Webinar |
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We examine the asset management advisor fund comparison tools from key firms focusing on tool input design, functionality and content. In addition, other discussion areas include the presentation and depth of results rendered by each tool, including any unique data points as well as visual aids and value-added features. Topics covered include:
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