Voya Financial’s Charlie Nelson on Optimizing Financial Planning
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 chi…
Ascensus CEO David Musto on Acquisitions and Purposeful Tech
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 …
Wise Rhino’s Dick Darian on Opportunities and Threats in DC Plans
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…
The Convergence of Wealth Management and Retirement with Fred Barstein
Wealth management and retirement planning are two important aspects of financial planning. While they are often discussed separately, the convergence of these two industries allows people to take a holistic approach to their finances and create a comprehensive financial plan that helps them achieve…
Episode 25: RPA Special Edition Part 1 – The Hot RPA M&A market
It seems as if overnight the retirement plan adviser mergers and acquisition market exploded, fueled in part by a flood of private equity money. Why is it happening now, what are the valuations and why are they so high? Get insightful commentary and direction on the hot RPA M&A market from Fred Bar…
Episode 28: RPA Special Edition Part 2 – Introducing the Chief Governance Officer role
Host Fred Barstein has an in-depth conversation with Mark Cover from MassMutual and John Carl from the Retirement Learning Center about their new idea for a Chief Governance Officer role. Would it add to the fiduciary load and does it provide revenue opportunities?
Fred Barstein Explores What If Plan Fees Go to Zero? (Ep. 37)
Can the convergence of wealth, retirement, and workplace benefits pressurize 401(k) plan fees to fall to zero? And are you prepared if it does? In this episode, Rebecca Hourihan speaks with Fred Barstein, the founder & CEO of The Plan Sponsor University (TPSU), The Retirement Advisor University (TR…
Season 5, Episode 6: Dispelling Retirement Plan Misperceptions
Some call them “lies”—but in this episode, Nevin (Adams) andFred (Reish) highlight some of the most common—and confusing topics—about retirement plan responsibilities.
Inspired by Fred Barstein’s “10 Biggest Lies Told to 401(k) Plan Sponsors,” the prolific podcasting pair parse a passel of problema…
The Advisor Cheat Code for Massive Client Growth | Ben with Benefits - Fred Barstein
On this episode of The Unlock, Ben Carlson is joined by Fred Barstein to discuss the growing importance of defined contribution retirement plans for financial advisors and how you can better position yourself to gain more clients. Fred is the founder and CEO of The Plan Sponsor University, which of…
Retireholics - Guest: Jason Wenk
Jason Wenk joined as the featured guest on Retireholics.
Topics include: Aaron Schumm and Vestwell raise 365 million, SEC backs new $300 gift limit for Advisors, Fred Barstein thinks 401k plans are an illusion, Altruist's Ai platform Hazel is making big waves in wealth management.
For th…
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