by Wallace Blankenbaker | Feb 28, 2023 | PEPs/MEPs, Product Trends, What We're Hearing
Last week, PEPs were the hot topic among national consultants. On the same day that Willis Towers Watson announced its… You must be logged in to view this content.
by Suzanne Raffaele | Feb 14, 2023 | Technology, What We're Hearing
There have been a handful of articles recently pointing to financial advisors’ struggle with navigating the tools and technology available… You must be logged in to view this content.
by Wallace Blankenbaker | Jan 31, 2023 | Recordkeepers, The Participant Experience, What We're Hearing
At the end of every year, we poll our members about their key initiatives and interests for the coming year.… You must be logged in to view this content.
by Suzanne Raffaele | Jan 17, 2023 | Investment Only, What We're Hearing
RLF recently completed a member-requested report on CIT minimums and breakpoints. Based on a survey of 13 DCIO firms, 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 | Dec 6, 2022 | Relationship Management, Sales Management, What We're Hearing
For the last six months, RLF has consistently heard from members that hiring is a challenge. We heard it in early November at our Sales Executive Forum and it is a topic of interest for this week’s RM Executive Roundtable (virtual). The sales and RM leaders are...
