Automation through technology has paved the way for efficient and optimal financial planning and comprehension for financial advisors and their clients.
In this inaugural episode of the RPA Edge Podcast, Fred Barstein, contributing editor at WealthManagement.com’s RPA Edge, is joined by Charlie Nelson, vice chairman and chief growth officer at Voya Financial. Charlie shares his expertise of RPAs and how financial advisors can leverage their utility to benefit clients’ retirement plans, financial plans and employee benefit programs.
Charlie and Fred discuss:
- How advisors can address the needs and opportunities of employee benefits using RPA
- The first step an RPA can take into integrated savings
- What RPAs need to consider when creating IRA retail strategies
- How RPA optimizes financial outcomes
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