Welcome to The Retirement Advisor Podcast series, where we take a look at what’s driving the advisor financial world. In today’s episode, our guest host Nate Friday is joined by Steve Warden of Mid Atlantic Trust Company and Billy Wise of Tandem Wealth Advisors to discuss the variety of model types in the industry, why model portfolios are becoming more prevalent in the 401(k) space and the benefits of actively managed model portfolios for plan participants.
Vice President of Relationship Management & Sales Development
Mid Atlantic Trust Company
Tandem Wealth Advisors