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 Wallace Blankenbaker | Nov 21, 2023 | Investment Only, Plan Sales, Recordkeepers, Sales Management, What We're Hearing
Our most recent survey of DC sales executives shows high levels of optimism about 2024. Seventy-five percent of small market… You must be logged in to view this content.
by Suzanne Raffaele | Nov 7, 2023 | Investment Only, Plan Sales, Product Trends, Recordkeepers, What We're Hearing
Last week, at Invesco’s office in NYC, the RLF hosted almost 70 sales executives from its recordkeeping and DCIO member… You must be logged in to view this content.
by Wallace Blankenbaker | Oct 24, 2023 | Investment Only, Product Trends, Recordkeepers, What We're Hearing
Next week on November 2nd and 3rd, we’ll bring together sales leaders from most of the top recordkeeper and DCIO… 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 Wallace Blankenbaker | Sep 26, 2023 | News, RLF News, What We're Hearing
On September 12th, a press release announced the launch of the NAPA Advisor Research Institute (NARI), a joint venture between NAPA and the Retirement Leadership Forum. From a researcher’s point of view, the thousands of NAPA members are an incredible, yet untapped,...
