by Suzanne Raffaele | Jun 16, 2026 | PEPs/MEPs, Plan Sales, Product Trends, Sales Management, Technology, What We're Hearing
Last week, we hosted senior sales leaders from the recordkeepers in our membership – both small (under $50M) and large market ($50M+).… You must be logged in to view this content.
by Suzanne Raffaele | May 19, 2026 | News, What We're Hearing
Over the last nine months, the retirement industry has seen a raft of consolidation events. It started in mid-2025, when… You must be logged in to view this content.
by Suzanne Raffaele | Apr 21, 2026 | What We're Hearing
We’re at this year’s NAPA Summit in Tampa—always a great chance to reconnect with members and make new connections. Over… You must be logged in to view this content.
by Suzanne Raffaele | Mar 10, 2026 | Aggregators, Product Trends, What We're Hearing
Distributors across the retirement landscape—broker-dealers and aggregators alike—remain focused on the convergence of retirement and wealth. Most see the sweet… You must be logged in to view this content.
by Suzanne Raffaele | Feb 10, 2026 | Investment Only, What We're Hearing
In recent conversations with members, we’ve started hearing more questions about whether trustee consolidation could be on the horizon. The… You must be logged in to view this content.
