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

RPA Edge

Mar 16 2022 • 25 mins

While RPAs and wealth managers have long been considered separate practices, retirement planning advisors are turning to wealth management in search of new clients while expanding their own expertise and why RIAs are starting to use DC plans as a way to find more Wealth Management clients. In this episode, Fred Barstein, contributing editor for … Continue reading Wise Rhino’s Dick Darian on Opportunities and Threats in DC Plans