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In this video, Fred Barstein, talks with Dave Goldman, chief business officer at Pontera, to discuss ways advisors can help clients manage their defined contribution accounts to provide a holistic view of their portfolios including:
- How wealth advisors can help clients manage their DC accounts today
- Job change strategies with recent DOL and SEC changes
- What Pontera is doing to help Broker Dealers and RIAs, and their wealth advisors, to deal with the issues and current regulations
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