by Suzanne Raffaele | Jan 18, 2022 | Aggregators, PEPs/MEPs, Product Trends, Technology, What We're Hearing
Thursday, the RLF will host its annual kickoff webinar for 2022 (link to register here). This is one of our… You must be logged in to view this content.
by Suzanne Raffaele | Dec 7, 2021 | Aggregators, Product Trends, What We're Hearing
RLF has dedicated a significant amount of time to the aggregator channel across the last three plus years and for… You must be logged in to view this content.
by Suzanne Raffaele | Jul 20, 2021 | Aggregators, News, Product Trends, The Participant Experience, What We're Hearing
Advisor managed accounts made a lot of headlines in July. First, Cerulli declared that “RIA Aggregators Drive Advisor Managed Accounts Adoption”… You must be logged in to view this content.
by Suzanne Raffaele | Mar 30, 2021 | Aggregators, What We're Hearing
Last week, the RLF hosted a virtual roundtable for senior executives from Scaled Retirement Advisory Firms (SRAFs), also known as… You must be logged in to view this content.
by Suzanne Raffaele | Feb 2, 2021 | Aggregators, Financial Wellness, PEPs/MEPs, What We're Hearing
We recently began research interviews for our Scaled Retirement Advisory Firm (SRAFs) Roundtable. And a good portion of the conversations… You must be logged in to view this content.
