Wealthtech has enabled wealth advisors to better serve clients and manage their practice but less so with retirement plans where complexity, regulations and technology have inhibited innovation, according to Dani Fava, Envestnet’s head of product innovation.
Hear what wealthtech retirement plan advisors and providers can leverage to benefit consumers in their plans through quick and constant value.
Fred Barstein is founder and CEO of TRAU, TPSU and 401kTV.
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