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NEW YORK, Feb. 15, 2024 – Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR) has unveiled the agenda and speakers for the Broadridge 360 Advisor Summit, the leading retirement and wealth management professional conference. This year’s event will focus on pertinent industry themes including new regulatory initiatives such as the DOL Fiduciary Rule, updates on the evolving retirement income landscape and how to leverage technology and AI to mitigate risk and scale practices.
“This event brings together a variety of perspectives, leading to an all-encompassing analysis of the retirement, wealth management and advisor practice management sectors,” says Cindy Dash, Senior Vice President and General Manager of Retirement and Workplace at Broadridge. “Through educational sessions across these key focus areas, this event will include insightful discussions and engaging social and networking activities.”
Cassandra Worthy, speaker, best-selling author and CEO of Change Enthusiasm Global, will deliver opening keynote remarks on how professionals can assess and manage fear and anxiety through periods of significant change or disruption to thrive and build organizational resilience and adaptability.
Additional featured speakers include:
Given last year’s success, this year’s event will once again offer the opportunity for the conference to earn Choir CertificationTM, the financial industry's benchmarking platform and conference diversity certification created to amplify the voices of underrepresented experts on conference stages.
Additional notable speakers and topics include:
The range of networking opportunities for attendees will include an opportunity to explore Austin at night, TopGolf, yoga and more.
The event will take place in Austin, Texas May 19 – 21, 2024 and attendees can earn up to 10 continuing education (CE) credits for Fi360, CFP® Board, IWI, NASBA, and ABA Designations. To view the full agenda and register, please visit the conference information and registration page.
About Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 7 billion communications per year and underpin the daily trading of more than $10 trillion of securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.
For more information about us, please visit www.broadridge.com.
報道関係者 お問い合わせ先 :03-5425-7220, アシュトン・コンサルティング BroadridgeJapanPR@ashton.jp。