by Suzanne Raffaele | Dec 2, 2025 | Aggregators, Investment Only, Recordkeepers, What We're Hearing
Six years ago, in our 2019 DCIO meeting, the news that Empower intended to launch a partner program led to… You must be logged in to view this content.
by Wallace Blankenbaker | Nov 18, 2025 | Aggregators, PEPs/MEPs, Plan Sales, Technology, What We're Hearing
Last week, we held our annual Sales Executive Forum for senior leaders in the recordkeeping and DCIO businesses. The theme… You must be logged in to view this content.
by Suzanne Raffaele | Nov 4, 2025 | Aggregators, Product Trends, Technology, What We're Hearing
In October, the RLF hosted our annual Aggregator Forum as well as an event for leading “Next Generation” advisor talent.… You must be logged in to view this content.
by Suzanne Raffaele | Oct 7, 2025 | Aggregators, What We're Hearing
Today, the RLF will host its fifth annual Aggregator Executive Forum. After five years of rapid growth, Aggregator firms look… You must be logged in to view this content.
by Suzanne Raffaele | Mar 11, 2025 | Aggregators, Investment Only, Plan Sales, Sales Management, What We're Hearing
On February 26th and 27th, the RLF hosted its annual in-person DCIO Executive Forum, where we spent two days digging… You must be logged in to view this content.
by Suzanne Raffaele | Feb 11, 2025 | Aggregators, Investment Only, What We're Hearing
Last week, we published our 2025 aggregator profiles. For this research, we interviewed multiple national account managers (NAMs) from more… You must be logged in to view this content.
