NEW YORK, April 6, 2021 /PRNewswire/ -- Broadridge Fi360
Solutions, the nation's leading provider of fiduciary-related
education and technology, has unveiled the agenda and keynote
speakers for its 2021 Annual Conference, which will take place
virtually from May 17 to May 20,
2021.
For the first time, Broadridge's Matrix Trust Company and Fi360
Solutions are combining their two annual conferences to form the
Broadridge Fi360 Solutions Conference, the industry's premier
professional development conference. Founded in 2004, the
conference delivers practical, fiduciary-based content through
insightful educational sessions and compelling workshops where
financial advisors and other industry professionals can exchange
ideas and learn from industry thought leaders. Attendees will earn
up to 15 CE credits.
Keynote speakers at the 2021 conference include:
- Martin Jarzebowski, Director
of ESG & Responsible Investing at Federated Hermes, and Harvard
Law School Professor Robert H.
Sitkoff, who will frame ESG investing in today's complex
market. Professor Sitkoff will bring critical insight and clarity
on a topic of increasing importance to fiduciaries and the
retirement channel, while Mr. Jarzebowski will explain how ESG
integration supports long-term wealth creation. The panel will be
moderated by Mary Green, ESG Client
Portfolio Manager at Federated Hermes.
- Jason Dorsey, President at
The Center for Generational Kinetics (CGK), who will
unveil the results of a national study conducted by Broadridge and
the CGK on how working Americans are searching for financial
solutions in the COVID-19 era and beyond.
- Blaine Aikin, Founder and
Principal of Fiduciary Insights, who will speak on the state of
fiduciary in the industry. Mr. Aikin is a fiduciary subject matter
expert and author of numerous articles on fiduciary responsibility
and investment management.
In addition to the keynote sessions, attendees will have the
opportunity to tune into 35 unique educational sessions led by
prominent industry influencers and covering a range of topics,
including the state of fiduciary in the industry, tips for working
with charitable boards, fundamental concepts in working with
high-net-worth individuals and the evolution of retirement
investing. Featured speakers include Fred
Reish, Rebecca Hourihan,
Jason Roberts, Vanessa Bechtel, David
Blanchett and others.
To view the full agenda and register, please visit the
Broadridge conference information and registration page.
Broadridge Fi360 Solutions provides fiduciary education,
training and technology to help financial intermediaries use
prudent fiduciary practices to profitably gather, grow and protect
investors' assets. Fi360 Solutions is the home of the Accredited
Investment Fiduciary® (AIF®) Designation, the Fiduciary Focus
Toolkit™, CEFEX and the Fi360 Fiduciary Score®.
About Broadridge
Broadridge Financial Solutions
(NYSE: BR), a global Fintech leader with over $4.5 billion in revenues, provides the critical
infrastructure that powers investing, corporate governance and
communications to enable better financial lives. We deliver
technology-driven solutions to banks, broker-dealers, asset and
wealth managers and public companies. Broadridge's infrastructure
serves as a global communications hub enabling corporate governance
by linking thousands of public companies and mutual funds to tens
of millions of individual and institutional investors around the
world. In addition, Broadridge's technology and operations
platforms underpin the daily trading of on average more than U.S.
$10 trillion of equities, fixed
income and other securities globally. A certified Great Place to
Work®, Broadridge is a part of the S&P 500® Index, employing
over 12,000 associates in 17 countries. For more information about
us and what we can do for you, please visit www.broadridge.com.
Media Contacts:
Matthew
Luongo
Prosek Partners
+1 646.818.9279
mluongo@prosek.com
Linda Namias
Broadridge Financial Solutions
+1 631-254-7711
Linda.Namias@broadridge.com
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SOURCE Broadridge Financial Solutions, Inc.