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October 12, 2023

Marsh McLennan Agency featured by PlanAdviser

As retirement and wealth management services continue to merge, the advisory capabilities employers seek are following suit. Craig Reid, president of Retirement & Wealth at Marsh McLennan Agency (MMA), spoke with PlanAdviser about his vision for MMA’s retirement services growth. Craig talks about how building out his team's executive wealth management capabilities lets them offer additional insights to current workplace retirement plan clients.

“Where I think we’re going to shine is that we have these two very different clients,” Craig says. “We have C-suite business owners who have complex financial lives that we are building the adviser white-glove services for, and then you have mass America, the employees. But when you’re working with a business owner, to earn the right to work with his or her wealth, you have to prove that you can support the needs of their employee base.”

Read the full article in PlanAdviser.