Automation through technology has paved the way for efficient and optimal financial planning and understanding for financial advisors and their clients.
Fred Barstein, contributing editor, in this inaugural episode of the RPA Edge podcast WealthManagement.com’s RPA Edge is joined by Charlie Nelson, Vice President and Chief Development Officer of Voya Financial. Charlie shares his expertise of RPA and how financial advisors can leverage its utility to benefit clients’ retirement plans, financial plans, and employee benefit programs.
Charlie and Fred discuss:
- How consultants can address employee benefit needs and opportunities using RPA
- An RPA can take the first step in integrated savings
- What RPAs Need to Consider When Creating IRA Retail Strategies
- How RPA Optimizes Financial Results