June, 2021

15JUN3:00 PM11:00 PMAll-Member Roundtable3:00 PM ET

Event Details

Moderated by IMEA Chair George Riedel, Head of U.S. Intermediaries at T. Rowe Price, this all-member roundtable focused on highlights from the IMEA-BCG joint survey, The Future of Distribution. Participants heard survey results and exchanged perspectives on digital distribution processes, best practices and more:
 

DISCISSION TOPICS

  • Increased productivity and changing mindsets, despite the disruption of the Pandemic
  • Changes in Advisor behavior and how they serve clients
  • Firm priorities and organization
  • Data science / analytics and capabilities
 

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