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Welcome to Wealth Management RPA Conversations, where Fred Barstein, contributing editor for WealthManagement.com RPA Edge and CEO at TRAU, TPSU and 401kTV, talks with industry leaders.
Today, Fred talks with Jeff Rosenberger, COO at industry leading fintech record keeper Guideline and attendee at the 2023 RPA Record Keeper Roundtable in NYC, asking:
- How is Guideline’s “self-serve” option working and what is usage?
- You suggested that rather than the industry tackling financial literacy, that maybe we should start encouraging and supporting plan sponsors to adopt auto features. Could you explain?
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