by Suzanne Raffaele | Mar 12, 2024 | Aggregators, Investment Only, Recordkeepers, What We're Hearing
On Wednesday, the RLF will host its 2024 DCIO Executive Forum. This marks our 8th annual DCIO event since founding… You must be logged in to view this content.
by Wallace Blankenbaker | Feb 27, 2024 | PEPs/MEPs, Product Trends, What We're Hearing
It’s still only February, but it looks like 2024 might be “the year of the PEP.” Recent retirement-related headlines have… You must be logged in to view this content.
by Suzanne Raffaele | Feb 13, 2024 | RLF News, What We're Hearing
Late last year, the RLF joined forces with NAPA to create NARI, NAPA Advisor Research Institute, and just before the holidays… You must be logged in to view this content.
by Wallace Blankenbaker | Jan 30, 2024 | Investment Only, Plan Sales, Recordkeepers, Technology, What We're Hearing
We just completed our annual survey where we ask our members to tell us about their top priorities for the… You must be logged in to view this content.
by Suzanne Raffaele | Jan 16, 2024 | Aggregators, Investment Only, What We're Hearing
Private equity firms, and their investments in the aggregators, have captured a lot of headlines in recent years. However, as… You must be logged in to view this content.
by Wallace Blankenbaker | Dec 19, 2023 | Plan Sales, Recordkeepers, Relationship Management, What We're Hearing
On December 6th, we held our semi-annual roundtable for relationship management leaders. There were two sessions, one for small market leaders (under… You must be logged in to view this content.
