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.
by Wallace Blankenbaker | Jan 3, 2023 | Aggregators, Investment Only, Product Trends, RLF News, What We're Hearing
As the calendar flips to 2023, the RLF already has a busy slate of research and events scheduled for the… 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.
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.
