Achieving Financial Wellness

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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