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 | Mar 14, 2023 | Investment Only, What We're Hearing
Last week, the RLF held its annual DCIO Senior Executive Forum in Boston. Thank you again to Putnam for hosting… You must be logged in to view this content.
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.
