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Regional Sales Director-Heartland July Business Services
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Stones River Consulting
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Regional Sales Director-Mid Atlantic July Business Services
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Daybright Financial
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Relationship Manager – Defined Contributions Daybright Financial
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Daybright Financial
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Internal Channel Sales Team Lead July Business Services
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Nova 401(k) Associates
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Spectrum Pension Consultants (part of Daybright Financial)
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Independent Retirement
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EPIC RPS
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EPIC RPS
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Director, Strategic Accounts and Channel Development July Business Services
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Director of Regulatory Operations and Compliance PCS Retirement
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Artificial Intelligence, Efficiency, and CybersecurityCAPTRUST Financial Advisors |
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May 20, 2025 Podcast |
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In episode 76 of Revamping Retirement, hosts Matt Patrick and Jennifer Doss delve into how AI is transforming the retirement planning industry with guest John Faustino from Fi360. John shares how AI is helping to enhance advisor efficiency, create tailored investment strategies, and improve participant engagement, while stressing the importance of maintaining human oversight to counter cybersecurity risks and avoid misinformation. The discussion also touches on the AI-driven future of retirement income solutions and the need for personalized advice in a rapidly evolving financial landscape. |