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.
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.
by Wallace Blankenbaker | May 23, 2023 | Recordkeepers, Relationship Management, What We're Hearing
Ever since the pandemic first disrupted the day-to-day business operations of almost every company in the world, recordkeepers have been… 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 | Dec 6, 2022 | Relationship Management, Sales Management, What We're Hearing
For the last six months, RLF has consistently heard from members that hiring is a challenge. We heard it in early November at our Sales Executive Forum and it is a topic of interest for this week’s RM Executive Roundtable (virtual). The sales and RM leaders are...
by Wallace Blankenbaker | Nov 22, 2022 | Recordkeepers, Relationship Management, The Participant Experience, What We're Hearing
At our recent forum for DC sales executives, one of the trends we discussed was the increase in the number… You must be logged in to view this content.
