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In this video, Fred Barstein speaks with Michael McKenna, National Account Manager, Retirement Advisory of T. Rowe Price, about their recent survey of 32 DC advisor and consultant teams, with over $7.2 trillion in assets under advisement.
Fred and Michael discuss:
- Key learnings from the survey
- Biggest opportunities and challenges faced by RPA aggregators today
- How the convergence of wealth management and retirement planning leads to better outcomes for participants
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