Shownotes
In this episode, Forefront VP and Head of Content Sam Belden is joined by David Choate, Chief Operating Officer at CAPIS, and Tim Conway, Director of Plan Sponsor Services at CAPIS, for a conversation about CAPIS’ recent acquisition of TD Securities’ plan sponsor services business. The discussion explores why the move made strategic sense, how the integration has unfolded and what it means for CAPIS’ clients and long-term growth.
