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RPA Edge

RPA Edge

著者： Fred Barstein
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 The RPA Edge podcast with Fred Barstein features interviews with 401(k) industry leaders and innovative companies. Each episode will provide insight into these innovators and leaders focused on the future of the defined contribution industry, especially the convergence of wealth, retirement and benefits at work enabled by tech and data.Copyright © 2021 RPA Edge 個人ファイナンス 経済学
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  • Wise Rhino’s Dick Darian on Opportunities and Threats in DC Plans

    Wise Rhino’s Dick Darian on Opportunities and Threats in DC Plans
    2022/03/16
    While RPAs and wealth managers have long been considered separate practices, retirement planning advisors are turning to wealth management in search of new clients while expanding their own expertise and why RIAs are starting to use DC plans as a way to find more Wealth Management clients. In this episode, Fred Barstein, contributing editor for … Continue reading Wise Rhino’s Dick Darian on Opportunities and Threats in DC Plans →
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    26 分
  • Ascensus CEO David Musto on Acquisitions and Purposeful Tech

    Ascensus CEO David Musto on Acquisitions and Purposeful Tech
    2022/02/22
    DC record keeper consolidation is heating up affecting almost every RPA who now must decide which providers will prevail in a highly competitive market. Here from Ascensus CEO David Musto about their pending acquisition of the Newport Group and what it means for their clients as well as plans for the future of the combined … Continue reading Ascensus CEO David Musto on Acquisitions and Purposeful Tech →
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    28 分
  • Voya Financial’s Charlie Nelson on Optimizing Financial Planning

    Voya Financial’s Charlie Nelson on Optimizing Financial Planning
    2022/02/08
    Automation through technology has paved the way for efficient and optimal financial planning and comprehension for financial advisors and their clients. In this inaugural episode, Fred Barstein, contributing editor at Wealth Management’s RPA Edge, is joined by Charlie Nelson, vice chairman and chief growth officer at Voya Financial. Charlie shares his expertise of RPAs and … Continue reading Voya Financial’s Charlie Nelson on Optimizing Financial Planning →
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    24 分

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