RPA Edge

Wise Rhino’s Dick Darian on Opportunities and Threats in DC Plans

While RPAs and wealth managers have long been considered separate practices, retirement planning advisors are turning to wealth management in search...

Ascensus CEO David Musto on Acquisitions and Purposeful Tech

DC record keeper consolidation is heating up affecting almost every RPA who now must decide which providers will prevail in a highly competitive market.

Here...

Voya Financial’s Charlie Nelson on Optimizing Financial Planning

Automation through technology has paved the way for efficient and optimal financial planning and comprehension for financial advisors and their clients.

In...