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Fred Barstein, contributing editor for WealthManagement.com’s RPA channel and CEO at TRAU, TPSU and 401kTV, speaks with Vinnie Allard, Betterment’s head of advisor national accounts, asking: We’re hearing a lot about convergence of wealth and retirement at the workplace. Let’s start with RPAs. Why and how are RPAs leveraging relationships with DC participants to offer wealth services? What are the most common products and services they are offering? We’re also seeing more wealth advisors interested in DC plans? Why do you think they are and do you think this trend will accelerate? Finally, Betterment is uniquely positioned to support the convergence as a fintech record keeper because your main business is providing a platform for advisors to offer wealth services. Are you seeing the pick up in convergence activity on your platform from RPAs and wealth advisors?