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Michael Kitces - Retirement Plan Industry coming after participants

Tuesday, May 4, 2021 · 1:02:22

Show notes

With 401k Advisors' & the Retirement Plan Industry quickly bringing on financial wellness to their platforms, does the traditional Financial Planner need to be concerned they'll lose their at bat for some of these clients?
← Newer John Faustino - Head of Fi360 Older → Katie Boyer of PensionPro on Retireholics

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