by Wallace Blankenbaker | Sep 24, 2024 | News, Recordkeepers, What We're Hearing
Two major developments in the recordkeeping space have dominated the 401(k) news cycle over the last few weeks: TIAA’s partnership with… You must be logged in to view this content.
by Suzanne Raffaele | Apr 9, 2024 | RLF News, What We're Hearing
As part of our joint venture with NAPA, we shared early results from our first NAPA Advisor Research Institute (NARI)… 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 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,...
by Wallace Blankenbaker | Jun 20, 2023 | COVID, PEPs/MEPs, Product Trends, Recordkeepers, Relationship Management, Retirement Income
Last week, we hosted our semi-annual virtual event for recordkeepers’ relationship management leadership. The overall theme of the discussions across… You must be logged in to view this content.