Achieving Financial Wellness
About the Episode
American investors are confronted by accelerating complexity, sub-par returns and minimal coordination between their assets, investment strategies and underlying liabilities. When one considers that millions of investors struggle with the same challenges, you realize that America’s multi-trillion-dollar personal savings market is plagued by systemic inefficiency.
About Our Guests
Jim Patrick, group president of Envestnet | PMC and Kelly Michel, chief marketing officer of Envestnet Retirement Solutions