Fred Barstein, contributing editor to WealthManagement.com’s RPA Edge, invites retirement industry thought leaders to answer three probing questions on critical issues, providing an open, honest and candid dialogue. So let’s get real!
Our guest this week is Brad Arends, CEO and co-founder at Intellicents, who addresses:
- Why does the convergence of wealth, retirement and benefits at work seem to being picking up steam now? Why is it so important?
- How is Intellicents leveraging the convergence? Why did you get involved with wealth management?
- How do you think PTE 2020-02 will affect wealth advisors and RPAs?