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February 8, 2022 23 min

Automation through technology has paved the way for efficient and optimal financial planning and comprehension for financial advisors and their clients.

In this inaugural episode, Fred Barstein, contributing editor at Wealth Management’s RPA Edge, is joined by Charlie Nelson, vice chairman and chief growth officer at Voya Financial. Charlie shares his expertise of RPAs and how financial advisors can leverage their utility to benefit clients’ retirement plans, financial plans and employee benefit programs.

 Charlie and Fred discuss:

 How advisors can address the needs and opportunities of employee benefits using RPA

  • The first step an RPA can take into integrated savings
  • What RPAs need to consider when creating IRA retail strategies
  • How RPA optimizes financial outcomes
  • Connect With Charlie Nelson:

  • Charlie Nelson
  • Voya Financial
  • Connect with Fred Barstein:

  • Fred Barstein
  • WealthManagement.com
  • About Our Guest:

    Charles Nelson is vice chairman and chief growth officer of Voya Financial, Inc. (NYSE: VOYA), which helps Americans plan, invest and protect their savings — to get ready to retire better.

    Nelson has more than 30 years of leadership experience in the retirement and employee benefits industry. He was named the second most influential player in the 401(k) market, according to the 401(k) Wire’s 2012 Most Influential ranking list. During his career, Nelson has managed all aspects of defined contribution businesses. He has overseen government, healthcare, nonprofit, 401(k) and FASCore institutional lines of business, while also managing recordkeeping, administration, operations, sales, products, financial results and broker-dealer services. Nelson began his career at Great-West in the employee benefits business marketing retirement plans, healthcare, stop loss and various benefit offerings.

     

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