Bruce Kelly sorts through the complicated pairing of crypto and 401(k)s with InvestmentNews' very own Mark Schoeff Jr. and Jennifer Gibbs Swets, partner and retirement plan consultant at DWC – The 401(k) Experts. Together they address the big questions:
Related article: Advisers caught between Fidelity, DOL on using crypto in 401(k)s
Guest Bio:
Jennifer Gibbs Swets is a partner and retirement plan consultant at DWC – The 401(k) Experts. She specializes in offering creative and innovative plan design, implemented through the development of strong client relationships, allowing for custom proposals and solutions.
Osaic President and Head of Advisor Growth and Engagement Shannon Reid discusses the AI revolution, creating client confidence, her recent move from Raymond James, and her love of soccer with InvestmentNews’ Managing Editor James Rogers.
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Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.
