Welcome to Wealth Management RPA Conversations, where Fred Barstein, contributing editor for WealthManagement’s RPA Edge and CEO at TRAU, TPSU and 401kTV, talks with industry leaders in advance of the Wealth@Work conference.
Today, Fred talks with Jania Stout, SVP at OneDigital, and a speaker at the conference, to be held October 15-17 in National Harbor, Md., about cross-selling wealth and benefits services, concrete takeaways RPAs and advisors will get from the conference, and reasons for attending Wealth@Work.
RPA Edge is the official media sponsor of the Wealth@Work Conference.
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