Retirement Income: Enriching Advisor-Investor Conversations with Technology
The conversation about retirement is changing and redefining financial planning. Market volatility has highlighted the need for safe and secure lifetime income. With millions of baby boomers retiring and seeking to preserve and stretch their nest eggs, advisors and investors can benefit from collaborative discussions that address their long-term income needs in the post-pandemic era. In this LinkedIn Live conversation, industry influencer April Rudin sits with Tegra118’s Rich Keltner, Director of Product Management and Michael Roth, Head of Retirement to discuss how technology is making it easier to solve for clients’ retirement and lifetime income.
Extreme market volatility fueled by the pandemic harkens back to the dark days of 2008. During that financial crisis, managers struggled to protect their vital infrastructures.
It feels right that my first published article as a newly appointed Chief Executive Officer is in celebration of our day—International Women’s Day. And as I embrace my new role, the weight of being one among the 19% of women who hold a C-suite position in the US is a reality I take to heart. Being a woman in technology and financial services for over 30 years, I know a little something about the challenges and hurdles of the path to leadership. As an executive with a strong network of women and men, I am compelled to help lead the charge for change. Leaders play a significant and key role in seeing to it that today’s talent can elevate to become tomorrow’s diverse leaders. As I am discovering, my own efforts toward this mission are among my most fulfilling and, I believe, mutually rewarding.
Tegra118 introduces our first segment of a 6-part 2020 Summer Internship Spotlight Interview series with our Business Development Intern, Grace Wu!