Greg Wilson, currently the head of Workplace Advisory Solutions for Goldman Sachs Ayco, will serve as head of retirement within Goldman Sachs’ Asset & Wealth Management division.
Record keepers are the biggest inhibitors.
The AI-powered employee financial wellness platform is meant to help small- to mid-sized advisors gain traction in the retirement plan market.
Potential failures range from cyber theft to fee inflation to document mismanagement.
This follows a July partnership announcement with Silver Lake Waterman and a C round in 2021.
Cerulli data shows what would entice wealth advisors to manage defined contribution retirement plans.