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Retirement Plan Consultants
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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MAP Retirement
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Managing Director - Operations, Benefits Daybright Financial
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Retirement Plan Administration Consultant Blue Ridge Associates
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BPAS
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Pentegra
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Anchor 3(16) Fiduciary Solutions
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Southern Pension Services
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Regional Vice President, Sales MAP Retirement USA LLC
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Retirement Relationship Manager MAP Retirement
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ESOP Administration Consultant Blue Ridge Associates
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BPAS
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Younger Americans Want Advisors Who Know AI – But Still Want the Human Touch
InvestmentNews; subscription may be required 
Aug. 6, 2025 "While most Americans want a person to lead the planning process, younger generations increasingly expect that person to be tech-savvy.... 54% of both Gen Z and Millennials prefer to work with a financial advisor who uses AI as a tool -- not to replace human judgment, but to enhance it. Compare that to just 36% of Boomers+ who feel the same." MORE >> |
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