Informa Connect’s WealthManagement.com Announces Today’s Launch Retirement Planning Advisory (RPA) Edge, a new omnichannel initiative that will educate the financial advice industry about the growing needs and opportunities of defined contribution retirement plans and bringing true wealth management to their participants.
To bring the financial advice and retirement industries together through RPA Edge, the Informa and WealthManagement.com team has partnered with The Retirement Advisor University (TRAU), the leading retirement organization in the country led by Founder and CEO Fred Barstein. Education and training organization. ,
The tie-up will connect key influencers in the retirement planning advice industry with their counterparts in the wealth management industry in a series of new Informa programs during 2022 – and will also feature regular RPA Edge digital content that will be distributed by WealthManagement.com.
Mark Bruno, Managing Director of Informa Wealth, said, “RPA Edge’s core mission is to help advisors work more effectively with plan sponsors and plan participants in a way that moves their business and helps their clients financial lives and retirement. Improves security.” Management.
“Over the past 20 years, assets in defined contribution plans have more than quadrupled, yet incredibly only a fraction of retirement plan participants are actually working directly with a financial advisor or working on their retirement planning, savings and Getting some level of professional guidance. Investing.” Currently, there are more than 90 million participants in defined contribution plans — with $10.4 trillion in total assets, according to the Investment Company Institute.
“We share a common, ambitious goal with TRAU and Fred Barstein,” Bruno continued, “to identify and implement service strategies that help retirement planning advisors, plan sponsors – and ultimately participants – plan outcomes. will improve.”
Barstein said, “True is excited to partner with Informa to continue our mission to enable advisors to take advantage of the convergence of wealth, retirement and benefits at work to help DC participants improve their financial health. as well as to enable employers to recruit and retain talent.” , “By leveraging Informa’s global reach, education, training and research capabilities, we are confident this collaboration will have a meaningful impact for consultants, their clients and provider partners.”
The new RPA Edge program is made up of:
, Dedicated RPA Edge ContentStarting today, a new main section of WealthManagement.com features informative reporting, videos and events hosted and made available to an audience of over 600,000 financial professionals in the wealth management industry. RPA Edge content will include a new column from Barstein, as well as Barstein’s “401k RealTalk” video series.
, RPA Edge Newsletter Published twice-monthly covering news, industry updates and innovations and ideas from thought leaders for 38,000 retirement planning industry practitioners.
, RPA Edge Podcast WealthManagement.com Hosted by TRAU’s Barstein on the WMTV Channel 401(k) defined contributions to industry leaders and innovative companies focuses on the future of the industry and the convergence of wealth, retirement and benefits at work.
• RPA Edge Think Tank Which will connect and empower leading organizations across the industry: 401(k) aggregator, record-keeper, broker-dealer, CIO asset manager and innovative fintech provider. Upcoming think tanks include:
“The introduction of the RPA Edge and the partnership with Trai and Fred Barstein, we believe will be transformative for Wealthmanagement.com, our audience and ultimately an industry,” Bruno said.
for more information:
register for wealth management edge conference
