In this video, Fred Barstein is joined by Craig J. Reid, president and national practice leader of Marsh McLennan Agency (MMA), at the WealthManagement EDGE Conferece, discussing the convergence of wealth management, retirement planning, and workplace benefits.
Fred and Craig discuss:
- How Marsh McLennan Agency has evolved within the RPA landscape
- Reasons to integrate wealth management and retirement planning
- The opportunities that Marsh McLennan Agency provides to its RIA partners
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