Fred Barstein, contributing editor to WealthManagement.com’s RPA Edge, invitations retirement trade thought leaders to reply three probing questions on crucial points offering an open, sincere and candid dialogue. So let’s get actual!
This week, Ed Murphy, president and CEO at Empower, solutions:
- Do document keepers have to personal the entrance finish and again finish of their document protecting techniques? Why?
- Private Capital will get 17 interactions every month from customers but most DC contributors work together every year if that. What have you ever realized from Private Capital that can enhance engagement with contributors?
- With the acquisition of Private Capital, Empower has the power and I assume curiosity in offering wealth administration and monetary planning providers to your shoppers. How do you coexist and associate with RPAs who additionally need to present these providers?