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.
by Suzanne Raffaele | Nov 8, 2022 | Investment Only, Product Trends, Recordkeepers, What We're Hearing
Last week, the RLF hosted nearly 60 sales executives from leading retirement providers with representation from recordkeepers’ large and small… You must be logged in to view this content.
by Suzanne Raffaele | Sep 13, 2022 | AMA, Product Trends, Recordkeepers, What We're Hearing
With participant demand for personalization, new launches on recordkeeping platforms, and aggregators’ focus on the convergence of retirement and wealth,… You must be logged in to view this content.
by Wallace Blankenbaker | Aug 30, 2022 | Recordkeepers, The Participant Experience, What We're Hearing
We’ve talked extensively in our member meetings and research reports about recordkeepers’ desire to expand participant relationships into new areas. … You must be logged in to view this content.
by Wallace Blankenbaker | Aug 2, 2022 | Recordkeepers, Relationship Management, Sponsor Management and Strategy, What We're Hearing
In late June, we hosted our semi-annual gathering of large and small relationship management leaders from the top recordkeepers. One… You must be logged in to view this content.
