by Suzanne Raffaele | Nov 9, 2021 | AMA, Cyber Security, Plan Sales, Recordkeepers, What We're Hearing
In the last post, we highlighted recent survey results (from our sales and relationship management events) that pointed to an… You must be logged in to view this content.
by Suzanne Raffaele | Oct 12, 2021 | COVID, Plan Sales, Recordkeepers, Sales Management, What We're Hearing
Today, the RLF will be hosting its Q4 Recordkeeper Sales Executive Council meeting. We started this meeting series – one… You must be logged in to view this content.
by Suzanne Raffaele | Sep 14, 2021 | COVID, News, What We're Hearing
As recently as July, our members were optimistic about returning to more normal operations. They were planning to attend NAPA… You must be logged in to view this content.
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.
