Derek Fiorenza
Building Client Relationships with Advisor Derek Fiorenza Derek Fiorenza, C(K)P, CPFA, AIF, PPC, MSBA, is wired a little differently than the typical retirement plan advisor. He joins us to explain t...
28 Aug 202315min
Joe Hendrickson & Brian Lenz
Lifetime Income Solutions in 401(k)sAllianz Life’s Joe Hendrickson and AmericanTCS’ Brian Lenz Discuss Market Momentum In-plan guaranteed lifetime income solutions, such as annuities, have received p...
8 Aug 202317min
Fred Reish
Fred Reish’s DOL Fiduciary Rule Update The retirement industry will be keeping a close eye on the Department of Labor in August in anticipation of proposed regulation regarding its fiduciary rule, and...
26 Juli 202317min
Rebecca Hourihan
Retirement Advisor Marketing with Rebecca Hourihan We were curious to learn more about what 401(k)-focused advisors are doing with their 401(k) marketing efforts these days, and what kind of investmen...
23 Juni 202313min
Justin Livengood
Exploring the Mid-Cap Market with Invesco’s Justin Livengood Our guest today makes the argument for why mid-caps as an asset class belong in a properly diversified defined contribution plan investment...
25 Maj 202316min
Michael Kitces: Why Chat GPT Complements (Not Replaces) Advisors
The rapid emergence of artificial intelligence and Chat GPT specifically has raised a bunch of fresh questions about the role it will play in financial advice, and how it will impact the work and role...
22 Maj 202322min
Sheri Fitts
Why Financial Advisors Need Personal Branding: Sheri Fitts Anyone who attends a retirement industry event knows there’s a pretty good chance Sheri Fitts is speaking at it. Today we’ve got the well-kn...
8 Maj 202313min
Kevin Holt
Why Advisors Need to Consider Value Equities in DC Plan Investment Menus Now: Invesco’s Kevin Holt After underperforming growth for years, value equities finally had their time in the sun in 2022. Whi...
19 Apr 202316min
