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 | Jun 7, 2022 | Recordkeepers, Sponsor Management and Strategy, Technology, The Participant Experience, What We're Hearing
In the early days of the pandemic, a big question mark for recordkeepers was whether virtual participant education could match… You must be logged in to view this content.
by Wallace Blankenbaker | May 10, 2022 | Technology, The Participant Experience, What We're Hearing
On April 28th, we hosted our first (virtual) meeting of our Participant Education and Engagement Council, a new networking group… You must be logged in to view this content.
by Suzanne Raffaele | Jan 18, 2022 | Aggregators, PEPs/MEPs, Product Trends, Technology, What We're Hearing
Thursday, the RLF will host its annual kickoff webinar for 2022 (link to register here). This is one of our… You must be logged in to view this content.
by Wallace Blankenbaker | Sep 28, 2021 | COVID, Recordkeepers, Relationship Management, Sponsor Management and Strategy, Technology, What We're Hearing
We’ve spent the last several weeks interviewing senior executives within recordkeepers’ relationship management function with the goal of understanding what… You must be logged in to view this content.
by Wallace Blankenbaker | Jun 22, 2021 | Recordkeepers, Relationship Management, Technology, The Participant Experience, What We're Hearing
Last week, we hosted a quarterly virtual roundtable for senior recordkeeping relationship management executives where we focused on post-pandemic service… You must be logged in to view this content.
