Modern Workplace Opportunities in Wealth Management

Screen Shot 2023-01-12 at 5.00.16 PM

In the latest video from TIFIN Wealth’s Growth and Wealth Tech series covering the intersection of firm growth and technology, Ben Pitts, Head of Sales Development & Research sat down with Dick Darian, CEO of Wise Rhino Group, to discuss trends an opportunities surrounding workplace strategy within the wealth management industry. Watch as they discuss several key topics including:

  • Industry trends driving change in the retirement plan advice industry
  • The convergence of retirement and wealth and monetization of participants
  • The need for technology to enable participant advice at scale

 

Dick Darian

About Dick Darian

Dick Darian is the CEO at Wise Rhino Group, a boutique mergers and acquisition advisory group serving the retirement and wealth management industry.  Dick and his team have deep experience having completed over 92 M&A transactions and advised nearly 300 clients over the last 5 years or so.  Typically representing the seller side of a transaction, Wise Rhino has helped industry leaders sell their companies into industry giants including HUB International, OneDigital, CAPTRUST, SageView, Marsh McLennan.  Dick and his team have also consulted industry giants including Edelman Financial Engines and asset manager Nuveen.

To learn more about a modern approach to workplace strategy through TIFIN Wealth, book a demo today.

Learn how TIFIN Wealth can help by scheduling a
guided tour of our platform for organic growth.

Related Posts

freestocks-I_pOqP6kCOI-unsplash

Tech for Growth Webinar: Designing the Ideal Wealth Management Tech Stack

video-marketing-advertising-businesss-internet-network-technology-concept-video-marketing-advertising-businesss-internet-network-105285806

Grow Your Practice Through Technology-Powered Content

Young Male Employee Uses Laptop Computer in System Control Monitoring Center with Technical Data Screens in Background

The Power of AI in Wealth Management

Subscribe to our blog

for regular updates

This field is for validation purposes and should be left unchanged.