by Suzanne Raffaele | Aug 17, 2021 | Recordkeepers, What We're Hearing
As the battle for retirement specialized advisors’ attention becomes increasingly competitive and aggregator firms that are rapidly growing demand more… You must be logged in to view this content.
by Suzanne Raffaele | Jul 20, 2021 | Aggregators, News, Product Trends, The Participant Experience, What We're Hearing
Advisor managed accounts made a lot of headlines in July. First, Cerulli declared that “RIA Aggregators Drive Advisor Managed Accounts Adoption”… You must be logged in to view this content.
by Suzanne Raffaele | May 25, 2021 | Plan Sales, Recordkeepers, Sales Management, What We're Hearing
We hosted back-to-back events on May 11th for Recordkeeper Sales Executives: a late morning session for small market leadership and an… You must be logged in to view this content.
by Suzanne Raffaele | Apr 27, 2021 | Investment Only, Plan Sales, What We're Hearing
Last week, the RLF hosted its 2021 spring DCIO Senior Executive Roundtable. With leadership from 20 firms represented, the group… You must be logged in to view this content.
by Suzanne Raffaele | Mar 30, 2021 | Aggregators, What We're Hearing
Last week, the RLF hosted a virtual roundtable for senior executives from Scaled Retirement Advisory Firms (SRAFs), also known as… You must be logged in to view this content.
