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.
by Suzanne Raffaele | Sep 13, 2022 | AMA, Product Trends, Recordkeepers, What We're Hearing
With participant demand for personalization, new launches on recordkeeping platforms, and aggregators’ focus on the convergence of retirement and wealth,… You must be logged in to view this content.
by Suzanne Raffaele | Aug 16, 2022 | Aggregators, Investment Only, Plan Sales, Sales Management, What We're Hearing
Last week, the RLF hosted its 2022 DCIO Virtual Forum. Thirty-six executives participated in an active dialogue around staffing changes,… You must be logged in to view this content.
by Suzanne Raffaele | Jul 19, 2022 | Relationship Management, Sales Management, Sponsor Management and Strategy, What We're Hearing
Earlier this month, plansponsor.com published an article detailing the impact of the “great resignation” on plan sponsors and the advisors… You must be logged in to view this content.
