Aggregator Roundtable 2025

Thursday, September 4, 3:30pm - Friday, September 5, 12:00pm (EDT)

Time shown in-05:00 America, New York

The Broker Dealer Roundtable in conjunction with the WealthManagement.com's Wealthies Award Dinner in New York City, NY (separate registration required).

The RPA Roundtables & Think Tanks bring together senior home office leaders that service retirement plan advisors from record keepers, broker dealers and aggregators as well as product managers and CIOs focused on retirement income.

With new laws & regulations, the convergence of wealth, retirement & benefits at the workplace, and the explosion of the small plan market resulting in more wealth advisors to be more engaged, the DC industry is going through radical change.

With an open forum and no preset agenda, the Roundtables delve deeper into what’s critical to these leaders and provide valuable insights into what the future might hold. There are post program coverage on WealthManagement.com’s RPA edge, 401kTV, and now P&I making the RPA Roundtable series one of the most important industry forums with the opportunity to spend six hours, plus dinner with people that may not attend industry events, as well as a way to get your brand and message out to hundreds of thousands of advisors and tens of thousands of plan sponsors through digital and video coverage.

Please fill out the information below to register for the event.

Going
Interested
Can't go

First Name

Last Name

Company

Title / Role

Mobile Phone

Address

City

State

Zip Code

Information shared with event organizer
When registering for this event, we provide the information entered to the event organizer so they can manage the event. If you do not want the event organizer to have this information, please do not proceed with your registration. Please review our Privacy Policy.

You’re going to “Aggregator Roundtable 2025”.

We’ve sent a confirmation email to your email address. Be sure to check your junk folder in case you haven’t received the confirmation.

Add to Calendar 2025/09/04 15:30:00 2025/09/05 12:00:00 America/New_York Aggregator Roundtable 2025 The Broker Dealer Roundtable in conjunction with the WealthManagement.com's Wealthies Award Dinner in New York City, NY (separate registration required).

The RPA Roundtables & Think Tanks bring together senior home office leaders that service retirement plan advisors from record keepers, broker dealers and aggregators as well as product managers and CIOs focused on retirement income.

With new laws & regulations, the convergence of wealth, retirement & benefits at the workplace, and the explosion of the small plan market resulting in more wealth advisors to be more engaged, the DC industry is going through radical change.

With an open forum and no preset agenda, the Roundtables delve deeper into what’s critical to these leaders and provide valuable insights into what the future might hold. There are post program coverage on WealthManagement.com’s RPA edge, 401kTV, and now P&I making the RPA Roundtable series one of the most important industry forums with the opportunity to spend six hours, plus dinner with people that may not attend industry events, as well as a way to get your brand and message out to hundreds of thousands of advisors and tens of thousands of plan sponsors through digital and video coverage. 605 3rd Ave, New York, 10158, NY, USA false MM/DD/YYYY 10080 OPAQUE axfTuUhCOzMxOlTVWmMF255481

You’re interested in “Aggregator Roundtable 2025”.

We’ve sent a confirmation email to your email address. Be sure to check your junk folder in case you haven’t received the confirmation.

Thank you!

Your changes have been saved. Thanks for keeping us updated.

605 3rd Ave, New York, 10158, NY, USA

Fred Barstein, registrar@trauniversity.com

Link: