The Retireminute | October 30, 2023
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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
Q3 Scores Are Live!
Holiday Hours
In observance of Halloween, our office will be closed at 3:30 p.m. PT on October 31 and will resume standard business hours Wednesday, November 1.
Rollover Ready Wins 2023 Wealthies Award
We are thrilled to share the news that Rollover Ready (formerly Rollover Analyzer) has been recognized with a prestigious 2023 Wealthies Industry Award. This reflects our constant commitment to providing you with cutting-edge tools to navigate the complexities of IRA rollovers while simplifying compliance!
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Practice Management with Our President
Nick Della Vedova, President of RPAG and flexPATH Strategies, took the stage to share his knowledge on practice management and tips on sustainable growth.
Watch Now -->
Alger - Capital Markets Outlook
Alger’s 30th edition of their highly coveted Capital Markets Observations and Insights as prepared by Brad Neuman, CFA (Chief Market Strategist) and Dan Chung, CFA (CIO and CEO).
Read Insights -->
Events
RPAG Regional SummitsIntroducing the RPAG Regional Summits - uncover the cities and dates for our exclusive events, arriving at a city near you this April! Don't miss out, discover if we're headed your way by clicking below!
Save the Date -->
Digital Sessions
Cultivating Durable Loyalty?
Tuesday, October 31 at 10am PT/1pm ET
Boost Loyalty -->
American Century's 10th Annual Retirement Savers Survey
Tuesday, November 7 at 10 AM PT/1 PM ET
Register Now -->
Marketing Resources
Q4 2023 Fiduciary Hot Topics
Newsletters & Memos > Fiduciary Hot Topics
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Menu > Resources > RPAG University
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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!