by Wallace Blankenbaker | Apr 13, 2021 | Product Trends, What We're Hearing
On a recent call with a large asset management firm, the interviewee commented that, “we are looking for the next… You must be logged in to view this content.
by Suzanne Raffaele | Mar 30, 2021 | Aggregators, What We're Hearing
Last week, the RLF hosted a virtual roundtable for senior executives from Scaled Retirement Advisory Firms (SRAFs), also known as… You must be logged in to view this content.
by Wallace Blankenbaker | Mar 16, 2021 | Data, Recordkeepers, Relationship Management, What We're Hearing
On March 4th, we held a virtual event with relationship management leaders from 15 of the top small market (under… You must be logged in to view this content.
by Wallace Blankenbaker | Mar 2, 2021 | Platform Relationship Management, What We're Hearing
We’ve been closely monitoring the live meeting, travel, and event plans of our members, and a recent survey paints a… You must be logged in to view this content.
by Suzanne Raffaele | Feb 16, 2021 | Cyber Security, PEPs/MEPs, Plan Sales, Product Trends, Recordkeepers, Sales Management, What We're Hearing
Last week, RLF hosted its first quarterly Recordkeeper Sales Executive Council (RSEC) meetings of 2021. We convened senior leaders who… You must be logged in to view this content.
