Trends in Managed Accounts with Cerulli’s Shawn O’Brien
Description
In this episode, Bill is joined by Shawn O’Brien, associate director, Retirement at Cerulli, a research and consulting firm specializing in asset management and distribution trends worldwide. Leading the U.S. Retirement research practice, which focuses on the defined contribution and individual retirement account markets, Shawn also leads and supports strategic consulting projects for asset managers on their DC-related market entry and product distribution strategies. With that, we thought we’d take this episode to discuss recent trends and data behind managed accounts, a solution growing in importance for both employers and their plan participants.
Bill Harmon is a registered representative of Voya Financial Partners, LLC (member SIPC).
Neither Shawn O’Brien nor Cerulli are affiliated with the Voya® family of companies.
CN2646610_1224
United States
