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The Critically Important (and Increasing) Role of Retirement Plan Personalization
Manage episode 440131230 series 3461748
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The role of personalization in retirement plans is an increasing industry focus as a way to potentially ensure successful outcomes. So, what is Morningstar Retirement’s view on the importance of personalization in the industry?
We asked Morningstar’s Chris Weirath, Head of Business Development and Client Success, that very question, as well as how managed accounts fit in. It’s a fascinating discussion that also touched on the convergence of wealth management and retirement planning.
We began by asking Chris a bit about herself, something not found in her LinkedIn profile.
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