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RPA Conversations: Fidelity's Dave Gray

Fidelity's head of workplace retirement products and platforms discusses blockchain, the Portability Transfer Network and more.

Welcome to Wealth Management RPA Conversations, where Fred Barstein, contributing editor for RPA Edge and CEO at TRAU, TPSU and 401kTV, talks with industry leaders.

Today, Fred talks with Dave Gray, head of workplace retirement products and platforms at Fidelity Investments, asking:

  1. What is the difference between blockchain and cryptocurrency? And how can the blockchain be used to improve DC plans?
  2. What is the Portability Services Network? How does it work and why is it important?
  3. RPAs today are creating their own products and services or are being paid extra for some. What issues could arise for advisors?


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