How should financial wellness be defined, where are we headed in 401(k) tech, and why aren’t we sick of the DOL fiduciary rule? David Reich, EVP and Head of LPL Retirement Partners, joins John Sullivan for frank talk on these topics and more.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
