Fred Barstein is the CEO & Founder at WealthManagement.com. He specializes in finance and personal finance, with a focus on retirement planning, saving and investing, and asset management, as well as legal affairs and workforce issues within the financial services sector. Fred has been featured in kTV and is recognized for his insights into alternative investments and credit health.
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Fred's articles predominantly focus on retirement planning, financial advising, and 401(k) plans. His coverage is heavily reliant on expert commentary and data citations.
To effectively reach out to Fred, consider providing unique insights into the changing landscape of retirement planning or financial advising. Additionally, offering data-backed analysis related to the evolving strategies in DC retirement or AI usage in advisory businesses may capture his interest.
Furthermore, due to his articles' emphasis on personal finance and business & industry themes, pitching content that aligns with these areas while incorporating relevant expert commentary or insightful data could increase the likelihood of engagement from Fred.
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How the complex DC ecosystem is offering new opportunities rather than acting as a barrier.
By: Fred Barstein
Artificial intelligence tools are showing up in more corners of retirement plan operations: record-keeping, investment advice, participant
By: Fred Barstein
The new platform will merge Omni and Relius, incorporating AI and enabling easier integration of third-party apps for 68 million participants.
By: Fred Barstein
When President Trump’s executive order encouraging 401(k) plans to include alternative investments first dropped, it sparked strong reactions. Some advisors warned plans to stay away entirely. The plaintiffs’ bar pledged to sue. But now that the Department of Labor has released proposed regulations, the picture looks different—and, according to one ERISA attorney, not nearly as controversial as the initial headlines suggested.
By: Fred Barstein
Mesirow adds $23 billion in fiduciary services through the acquisition while investing in Leafhouse's technology division
By: Fred Barstein
Small increases in retirement plan contributions can have a significant long-term impact, yet many participants struggle to fully understand
New plan formation is surging to 1 million by 2030, but the real profit lies in selling financial products to business owners
By: Fred Barstein
Lessons learned by the recently announced acquisition of American Trust by Ascensus.
By: Fred Barstein
As student loan debt continues to weigh heavily on younger generations entering the workforce, employers are increasingly recognizing the
Cerulli finds pre-retirees seek human advice, guaranteed income and help determining how much they need to save for retirement
