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

RPA Conversations: Jania StoutRPA Conversations: Jania Stout

OneDigital's Jania Stout provides a primer on what to expect at the upcoming Wealth@Work conference.

Fred Barstein, The Retirement Adviser University,

August 4, 2023

Welcome to Wealth Management RPA Conversations, where Fred Barstein, contributing editor for WealthManagement’s RPA Edge and CEO at TRAU, TPSU and 401kTV, talks with industry leaders in advance of the Wealth@Work conference.

Today, Fred talks with Jania Stout, SVP at OneDigital, and a speaker at the conference, to be held October 15-17 in National Harbor, Md., about cross-selling wealth and benefits services, concrete takeaways RPAs and advisors will get from the conference, and reasons for attending Wealth@Work.

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.

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