by Wallace Blankenbaker | Aug 3, 2021 | Cyber Security, News, Recordkeepers, The Participant Experience, What We're Hearing
In light of new cybersecurity guidance issued by the DOL in April and a rash of recent ransomware attacks, recordkeepers… You must be logged in to view this content.
by Suzanne Raffaele | Jul 20, 2021 | Aggregators, News, Product Trends, The Participant Experience, What We're Hearing
Advisor managed accounts made a lot of headlines in July. First, Cerulli declared that “RIA Aggregators Drive Advisor Managed Accounts Adoption”… 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.
by Wallace Blankenbaker | Jun 8, 2021 | Cyber Security, News, Product Trends, Technology, What We're Hearing
The recent ransomware attacks on the Colonial Pipeline and meat producer JBS have elevated cyber security issues to front page… You must be logged in to view this content.
by Suzanne Raffaele | May 25, 2021 | Plan Sales, Recordkeepers, Sales Management, What We're Hearing
We hosted back-to-back events on May 11th for Recordkeeper Sales Executives: a late morning session for small market leadership and an… You must be logged in to view this content.
