The weekly newsletter offers retirement advisors a comprehensive update on the latest news, developments, and resources. It includes updates on RPAG technology, marketing resources, and custom solutions that can help advisors better manage client accounts, promote their services, and address specific needs. The Retireminute also provides information on upcoming training and events, such as webinars and conferences, to help advisors improve their skills and stay current on industry trends. Overall, this serves as a valuable resource for retirement advisors looking to stay informed and improve their practice.
News & Updates
Q1 2024 Market Review
Listen as our Chief Investment Officer, Jeff Elvander does a quick overview of the market for Q1. He also wanted to shine a light on inflation trends over the past 50 years and where 2024 is in relation to these historic trends.
Watch Review -->
Jump Into This Week's Tech Enhancements
Learn about the latest updates to the RPAG portal, such as the historical reporting option now available in the Advisor iQ or the efficiency increase in the Peer Group and Returns Analyses.
See Them All -->
Why Investors Should Look Beyond the Mag 7 for Opportunities in AI
Janus Henderson Portfolio Managers Julian McManus and Christopher O’Malley make the case for why certain non-U.S. tech companies could benefit as much as the Magnificent Seven (Mag 7) from the rise of artificial intelligence (AI).
Read Article -->
Digital Sessions
PlanFees | Better Than Basic Fee Benchmarking
Thursday, April 25 | 10 a.m. PT/1 p.m. ET
Register Now -->
Leaving a Legacy with ESOPs
Tuesday, May 7 | 10 a.m. PT/1 p.m. ET
Register Now -->
Marketing Resources
Sample Non-ERISA Investment Policy Statement
Fiduciary Compliance & Plan Design > Investment Policy Statements
View Here -->
Q1 2024 Fiduciary Investment Review Meeting Summary
Servicing Your Clients > Meeting Summary Templates
View Here -->
________________________________________
Looking for more information?
Contact the RPAG Support Team at support@rpag.com to learn more about RPAG and get help with our platform, suite of services, next-gen technology, or anything else!
Not an RPAG Member?
