by Suzanne Raffaele | Feb 14, 2023 | Technology, What We're Hearing
There have been a handful of articles recently pointing to financial advisors’ struggle with navigating the tools and technology available… You must be logged in to view this content.
by Suzanne Raffaele | Jan 17, 2023 | Investment Only, What We're Hearing
RLF recently completed a member-requested report on CIT minimums and breakpoints. Based on a survey of 13 DCIO firms, the… You must be logged in to view this content.
by Suzanne Raffaele | Dec 6, 2022 | Relationship Management, Sales Management, What We're Hearing
For the last six months, RLF has consistently heard from members that hiring is a challenge. We heard it in early November at our Sales Executive Forum and it is a topic of interest for this week’s RM Executive Roundtable (virtual). The sales and RM leaders are...
by Suzanne Raffaele | Nov 8, 2022 | Investment Only, Product Trends, Recordkeepers, What We're Hearing
Last week, the RLF hosted nearly 60 sales executives from leading retirement providers with representation from recordkeepers’ large and small… You must be logged in to view this content.
by Suzanne Raffaele | Oct 11, 2022 | Product Trends, What We're Hearing
We are midway through October with conference season in full swing and many of our members in the throes of… You must be logged in to view this content.
