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401(k) Real Chat: Dick Darian and Peter Campagna of Wise Rhino Group401(k) Real Chat: Dick Darian and Peter Campagna of Wise Rhino Group

Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue.

Fred Barstein, The Retirement Adviser University,

June 16, 2023

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.

This week, we host Dick Darian and Peter Campagna from the Wise Rhino Group, the leading M&A RPA advisory firm – Dick is the founder and CEO and Peter is managing partner, asking:

  1. When did you have the idea for WRG and what did you see happening/changing?

  2. What’s the current state of the RPA M&A market? Who are the buyers and what are they looking for and who are the sellers?

  3. What’s the future look like? Most wealth advisors sell to RIA firms—what are the advantages/ disadvantages of joining an RPA firm?

Let me know who else you would like to hear from and I will invite them to get real.

 

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About the Author

Fred Barstein

The Retirement Adviser University,, Founder and CEO

Fred Barstein is founder and CEO of The Retirement Adviser University, a collaboration with UCLA Anderson School of Management Executive Education, The Plan Sponsor University and 401kTV. He had been contributing editor for InvestmentNews where he created RPAConvergence and the RPA Roundtables & Thinktanks for senior managers at DC record keepers, aggregators, broker dealers and CIOs. He helped create the National Association of Plan Advisors as a member of the founding Leadership Board, Chair of the Membership Committee and was founding Editor-in-Chief for NAPA-Net which he led until 2016. Barstein received his Bachelor of Arts Degree from Boston College and his Law Degree from Cardozo School of Law, Yeshiva University.