by Suzanne Raffaele | Jul 18, 2023 | Investment Only, Recordkeepers, What We're Hearing
An ongoing theme in our research this and last year is partnership reciprocity. Between industry consolidation, overlapping value propositions, and… You must be logged in to view this content.
by Suzanne Raffaele | Jun 6, 2023 | Plan Sales, Sales Management, What We're Hearing
The RLF is hosting its Q2 2023 Recordkeeper Sales Executive Council virtual meetings on Thursday, June 8. Small market sales… You must be logged in to view this content.
by Suzanne Raffaele | May 9, 2023 | Product Trends, Retirement Income, What We're Hearing
Retirement income has long been a topic of interest for our members, dating back to our first-ever retirement income case… You must be logged in to view this content.
by Suzanne Raffaele | Apr 11, 2023 | Aggregators, What We're Hearing
The “aggregators” have grown substantially over the last 5 years and have become the most powerful distribution partners in the… You must be logged in to view this content.
by Suzanne Raffaele | Mar 14, 2023 | Investment Only, What We're Hearing
Last week, the RLF held its annual DCIO Senior Executive Forum in Boston. Thank you again to Putnam for hosting… You must be logged in to view this content.