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,...
by Suzanne Raffaele | Sep 12, 2023 | Innovation, What We're Hearing
Last week, SHRM’s fall HR magazine highlighted 3 “Megatrends” that boost retirement savings. One of which was AI and its… You must be logged in to view this content.
by Wallace Blankenbaker | Aug 29, 2023 | Investment Only, Plan Sales, Recordkeepers, What We're Hearing
As we near the end of summer, RLF members are entering the throes of 2024 planning. From a number of… 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 Wallace Blankenbaker | Aug 1, 2023 | Product Trends, Retirement Income, What We're Hearing
We’re working on new research in the retirement income space for release this Fall, and we wanted to share a… You must be logged in to view this content.
by Suzanne Raffaele | Jul 18, 2023 | Investment Only, Recordkeepers, What We're Hearing
An ongoing theme in our research this and last year is partnership reciprocity. Between industry consolidation, overlapping value propositions, and… You must be logged in to view this content.