RPAG | Industry Trends and Technology News

The Retireminute | May 13, 2024

Written by RPAG | May 13, 2024 4:00:58 PM

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

Target Date Perspectives
Explore TDFs with insights from experts at BlackRock, Capital Group/American Funds, and T. Rowe Price. Gain valuable perspectives on building, managing, and adapting TDFs to meet investor needs.
Watch Now -->

Boost Your Prospecting Efforts with Benchmarking
Need a good hook to start your prospecting efforts? Start off with a bang by benchmarking their current plan fees against others in the industry. Learn how to maximize your use of our benchmarking suite by clicking below.
Get Tutorial On Demand -->

Spotting Growth That Others Overlook
The Carillon ClariVest International Stock Fund seeks “underappreciated growth” – stocks with undervalued long-term growth potential – to help generate alpha for plan sponsors and participants.
Learn More -->

Digital Sessions

Navigating Fiduciary Terrain
Tuesday, May 14 | 10 a.m. PT/1 p.m. ET
Last Chance -->

Tips and Tricks for the RPAG Portal
Wednesday, May 15 | 10 a.m. PT/1 p.m. ET
Boost Efficiency -->

Stand Out and Sell More with Premium Marketing
Thursday, May 23 | 10 a.m. PT/1 p.m. ET
Market Like a Pro -->

Marketing Resources

Scorecard System Overview
Investment Due Diligence > Articles and Information
View Here -->

RFP Express Provider Overview - Updated
RFP & Fee Benchmarking > RFP Express
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!

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