Investment Reporting III: MPI, Zephyr & Morningstar Direct

Regardless of plan size and sophistication, advisors must provide investment reporting that meets their needs as well as the needs of their plan sponsor clients. Given that existing clients and prospects continually compare the advisor's investment analytics to those offered by competitors, identifying the most important components of the analytic process is central to success. Join our panel of experts and find out how three experienced advisors use customizable investment analytic and reporting solutions to grow their business and retain clients.


Segments

Segment 1
 PLAY
Download MP3


Guest

Walter Melcher
Managing Principal, ClearPath Retirement Partners
Walt Melcher is the co-founder and Managing Principal at ClearPath Retirement Partners. As an independent retirement plans consultant, Mr. Melcher provides consulting and advice services to employer sponsored retirement plans. Over the last two decades, Walt has helped over 300 employers with fiduciary due diligence and improving their retirement plans. Mr. Melcher also assists employers with ERISA compliance, due diligence processes, new investments, recordkeeping services, employee education and payroll integration. Walt has co-authored fiduciary best practice articles and is active on the lecture circuit. Prior to founding ClearPath, he worked at Fidelity Investments, MassMutual and Denver Investment Advisors. A graduate of the University of Wisconsin - Green Bay, Walt earned ASPPA's Qualified Plan Financial Consultant (QPFC) designation and the Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies at the Joseph M Katz Graduate School of Business at the University of Pittsburgh. Walt is a member of the Board of Directors for the Denver Chapter of the Western Pension & Benefits Conference and the Investment Management Consultants Association. He holds the FINRA Series 6, 7, 63 and 66 licenses.


Links


Like us on Facebook Follow us on Twitter Connect with us on LinkedIn VMS

  Back to "2010 CFDD Advisor Conference Speaker Interviews" Show Home
Back to "The Center for Due Diligence" Station Home