by Suzanne Raffaele | Dec 5, 2023 | Aggregators, What We're Hearing
Despite rising interest rates and tighter credit, private equity firms continue to fuel an evolution of the RIA landscape. A recent… You must be logged in to view this content.
by Suzanne Raffaele | Oct 10, 2023 | Aggregators, News, What We're Hearing
Last week, Michael Kitces posted a news article about Hightower’s layoffs on LinkedIn and he commented that after a long,… You must be logged in to view this content.
by Suzanne Raffaele | Aug 15, 2023 | Aggregators, Investment Only, Plan Sales, What We're Hearing
Last week, RLF hosted its DCIO members for a mid-year virtual forum. With budgets tightening and partnership spending skyrocketing, DCIOs… 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 Wallace Blankenbaker | Jan 3, 2023 | Aggregators, Investment Only, Product Trends, RLF News, What We're Hearing
As the calendar flips to 2023, the RLF already has a busy slate of research and events scheduled for the… 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.
