Sean Murray is the Head of Retirement at Envestnet. Envestnet is a firm focused on delivering an ecosystem of technology, intelligence, and investment solutions that together can support advisors in building portfolios that align with client priorities around sustainable investing.
Doug and Sean talk through the upcoming wave of assets, data opportunities, and the role of generalist advisors in this must-listen podcast episode.
Topics discussed:
- The coverage gap in smaller businesses and the impact of the Secure Act 2.0 on retirement plan creation
- State mandates and tax incentives driving the need for better retirement plan solutions
- The role of generalist advisors in the retirement plan space and the need for support from broker-dealers
- The potential revenue opportunities and advantages of managing retirement plans
- Data aggregation and access to participant-level data for advisors
- Envestnet’s role in providing technology solutions, investment management, and a digital marketplace for retirement plans
Resources:
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