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.
by Suzanne Raffaele | Jan 13, 2026 | Aggregators, Investment Only, What We're Hearing
With our annual DCIO Forum approaching in late February, we are now about halfway through our interview process. There are… You must be logged in to view this content.
by Suzanne Raffaele | Dec 2, 2025 | Aggregators, Investment Only, Recordkeepers, What We're Hearing
Six years ago, in our 2019 DCIO meeting, the news that Empower intended to launch a partner program led to… You must be logged in to view this content.
by Suzanne Raffaele | Nov 4, 2025 | Aggregators, Product Trends, Technology, What We're Hearing
In October, the RLF hosted our annual Aggregator Forum as well as an event for leading “Next Generation” advisor talent.… You must be logged in to view this content.
