"The Big(ger) Opportunities in the Small(er) Market: What Providers Wish Advisors Knew” was one of several sessions focused on the issue, featuring Mike Griffin of UBS, Equitable’s Fred Makonnen, Ascensus CEO David Musto, and Vestwell CEO Aaron Schumm.
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Vestwell CEO Aaron Schumm speaks at NAPA 401(k) Summit
“What we’re seeing is that advisors who were hesitant to engage in the small plan space are now basically just jumping in. SECURE 2.0 has been the tipping point. I think the overall appetite has been, ‘Listen, if we don’t get in a small space, someone else is going to, so we have to.’”
