درباره این پادکست 🔗
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.
فرکانس به روز رسانی:
biweekly
میانگین طول صدا:
20 minutes
انگلیسی
ایالات متحده آمریکا
4 قسمت
از سال 4 فوریه 2022
episodic
آخرین اپیزود 🔗
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…
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اپیزود قبلی 🔗
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 …
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 a…
شما تمام اپیزودهای این پادکست را دیده‌اید
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Fred Barstein است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.
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If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
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