The Retireminute | July 22, 2024
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RPAG
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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
Q2 Scores are Live.
Q3 2024 Fiduciary Hot Topics
This quarter's edition features Biden's 2025 Budget Proposal, the Social Security Fairness Act, the final DOL Investment Advice Fiduciary Rule, and more! Watch our video to learn how to position these topics with your plan sponsors. The PDF version can be found below in the Resources section.
Things Are Heating Up -->
Large Cap Tech Stocks Still Leading in Q2
U.S. equities had a strong quarter, rising by 3.2%, driven largely by the impressive performance of large-cap tech stocks. This continued a trend where large growth stocks consistently outpaced their value counterparts, maintaining a substantial lead for the year.
Review Q2 Market -->
Avoiding Free Conversations
Advisors frequently struggle with the tendency to offer too much information too quickly, which is a behavior that is sometimes referred to as "free consulting." Let us show you some techniques for avoiding this in client meetings.
Don't Work for Free -->
Events
JUBILEE | RPAG 2024 National Conference!
September 8 - 10 at the Ritz-Carlton, Laguna Niguel
Register Now -->
Digital Sessions
Target Date FUN!
Wednesday, July 24 at 10 a.m. PT / 1 p.m. ET
Last Chance -->
Successes of the DC Retirement System
Tuesday, August 6 at 10 a.m. PT / 1 p.m. ET
Know Your Stuff -->
Take Control of Your Time with RPAG
Thursday, August 8 at 10 a.m. PT / 1 p.m. ET
Know Your Stuff -->
Marketing Resources
Q2 2024 Market Review
Investment Due Diligence > Quarterly Market Reviews
View Here -->
Q3 2024 Fiduciary Hot Topics
Newsletters & Memos > Fiduciary Hot Topics
View Here -->
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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!