RPA Edge

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 RPA Edge, is joined by Dick Darian, founder and CEO of Wise Rhino Group. They dive into RPAs and wealth management, discussing the differences while con

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 companies. In this episode, Fred Barstein, contributing editor for RPA Edge, is joined by David Musto, CEO of Ascensus. David shares his experience within the company, discuss

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 how financial advisors can leverage their utility to benefit clients’ retirement plans, financial plans and employee benefit