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Kristi Rodriguez, SVP of Nationwide Retirement Institute, and John Carter, president of Nationwide Financial, discuss how advisors can provide additional value to their clients through diverse markets.
Shannon Spotswood, president of RFG Advisory, discusses how technology changed the way advisors interact with clients and the future of advisory platforms.
In this episode of the WealthStack podcast, Mark Bruno talks with Dani Fava, head of strategic development at Envestnet, about the future of advice - and importantly, how more financial services companies will directly integrate with consumer...
Vestwell takes on $20 billion in workplace assets in its acquisition, while one of the last independent risk providers makes an integration and a bank robo gets a refresh.
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