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Open, honest and candid discussions and dialogue on the most critical issues facing the RPA space.

RPA Conversations: Fidelity's Dave GrayRPA Conversations: Fidelity's Dave Gray

Fidelity's head of workplace retirement products and platforms discusses blockchain, the Portability Transfer Network and more.

Fred Barstein, The Retirement Adviser University,

October 27, 2023

Welcome to Wealth Management RPA Conversations, where Fred Barstein, contributing editor for WealthManagement.com RPA Edge and CEO at TRAU, TPSU and 401kTV, talks with industry leaders.

Today, Fred talks with Dave Gray, head of workplace retirement products and platforms at Fidelity Investments, asking:

  1. What is the difference between blockchain and cryptocurrency? And how can the blockchain be used to improve DC plans?

  2. What is the Portability Services Network? How does it work and why is it important?

  3. RPAs today are creating their own products and services or are being paid extra for some. What issues could arise for advisors?

 

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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.