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RPA EDGE: Craig Reid on Integrating Wealth Management and Retirement PlanningRPA EDGE: Craig Reid on Integrating Wealth Management and Retirement Planning

MMA's Craig J. Reid discusses the convergence of wealth management, retirement planning and workplace benefits.

WealthManagement.com Staff

June 23, 2022

 

In this video, Fred Barstein is joined by Craig J. Reid, president and national practice leader of Marsh McLennan Agency (MMA), at the WealthManagement EDGE conference, discussing the convergence of wealth management, retirement planning and workplace benefits.

Fred and Craig discuss:

How Marsh McLennan Agency has evolved within the RPA landscape;
Reasons to integrate wealth management and retirement planning; and
The opportunities that Marsh McLennan Agency provides to its RIA partners.

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WealthManagement.com Staff

WealthManagement.com Staff

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