by Suzanne Raffaele | Mar 12, 2024 | Aggregators, Investment Only, Recordkeepers, What We're Hearing
On Wednesday, the RLF will host its 2024 DCIO Executive Forum. This marks our 8th annual DCIO event since founding… You must be logged in to view this content.
by Suzanne Raffaele | Feb 13, 2024 | RLF News, What We're Hearing
Late last year, the RLF joined forces with NAPA to create NARI, NAPA Advisor Research Institute, and just before the holidays… You must be logged in to view this content.
by Suzanne Raffaele | Jan 16, 2024 | Aggregators, Investment Only, What We're Hearing
Private equity firms, and their investments in the aggregators, have captured a lot of headlines in recent years. However, as… You must be logged in to view this content.
by Suzanne Raffaele | Dec 5, 2023 | Aggregators, What We're Hearing
Despite rising interest rates and tighter credit, private equity firms continue to fuel an evolution of the RIA landscape. A recent… You must be logged in to view this content.
by Suzanne Raffaele | Nov 7, 2023 | Investment Only, Plan Sales, Product Trends, Recordkeepers, What We're Hearing
Last week, at Invesco’s office in NYC, the RLF hosted almost 70 sales executives from its recordkeeping and DCIO member… You must be logged in to view this content.