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.
by Suzanne Raffaele | Dec 3, 2024 | Aggregators, Investment Only, News, Recordkeepers, Uncategorized, What We're Hearing
In an industry where we typically see small, incremental changes that happen at a glacial pace, 2025 has the potential… You must be logged in to view this content.
by Suzanne Raffaele | Nov 5, 2024 | Aggregators, News, What We're Hearing
Just over a week ago, High Tower announced its strategic investment in NEPC, which has more than $540B in retirement assets under… You must be logged in to view this content.
by Suzanne Raffaele | Oct 8, 2024 | Aggregators, News, What We're Hearing
Last Monday, it was announced that TPG Capital acquired a minority stake in Creative Planning. A Citywire article reported that Creative Planning… You must be logged in to view this content.
by Suzanne Raffaele | Jul 16, 2024 | Aggregators, Product Trends, The Participant Experience, What We're Hearing
Across the last three years, we’ve dedicated a lot of time and research real estate to the convergence of retirement… You must be logged in to view this content.
