The RPAG Scoop - Episode 22
RPAG
Exciting Announcement for RPAG! (0:37)
Jesse Taylor, Senior Vice President of Business Development here at RPAG is excited to share some big news. RPAG has joined forces with Great Gray Group, a leader in retirement solutions and fiduciary expertise. This partnership is a game-changer for us and gives us an incredible opportunity to enhance the tools, technology, and support we provide to retirement plan advisors, institutions, and service providers.
The big idea here is scaling for impact. Our mission has always been about empowering advisors with the best technology and insights to navigate the complexities of retirement planning. By partnering with Great Gray, we’re taking that mission to the next level. We’re focused on making retirement solutions more accessible, efficient, and impactful.
Together, we’re better equipped to anticipate and address the rapidly evolving needs of our clients and partners. Our shared commitment to innovation, growth, and fiduciary excellence means we can continue empowering advisors and delivering impactful retirement solutions.
Advisor Managed Accounts, The New Hot Topic (2:49)
Advisor Managed Accounts (AMAs) were a key topic at our Advisory Forum. Marketing Specialist Melody Ravanipour identified three main discussion points:
Current Use: AMAs help advisors differentiate but have low adoption.
Challenges: Limited recordkeeper data, integration issues, and no universal strategy hinder scalability.
Future Potential: Tools like benchmarking and improved recordkeeper-advisor communication could drive adoption. While AMAs offer differentiation, broader implementation is needed for them to become a standard option.
Investment FAQs (7:16)
Investment Analyst Janette Oh answers frequent advisor questions:
Returns-Based Style Analysis (RBSA): Evaluates fund returns against indices to determine investment style, influencing 30% of RPAG’s Scorecard.
RPAG Peer Groups vs. Category Rank: RPAG categorizes funds by strategy (Active, Passive, Asset Allocation), unlike Morningstar, which combines them. RPAG also includes all vehicle types in rankings, while Morningstar separates them.
Save the Date for Our National Conference (20:04)
Our National Conference dates have officially been released! We will be hosting our National Conference at the Four Seasons Hotel Chicago from Monday, September 29 - Wednesday, October 1. Keep an eye out for the Save the Date email coming from support@rpag.com and make sure that it's whitelisted so you don't miss it!
Running Reports Across Your Book of Business (21:29)
Advisor Service Associate Alexis Patenaude explains how to generate reports across your book of business:
Path: Go to "Menu" > "Advisor Reports" to access various reports, including Plan Type, Client Data, and Watchlist Funds.
Exporting Data: Select your report type, apply filters, and export.
Advisor iQ: A quick-view tool in RPAG’s portal for data snapshots, customizable filters, and export options.
Improved Features Walkthrough (25:20)
Michael Feldman, the Sr. Systems Development Coordinator here at RPAG, wanted to show our members a couple of his favorite recent updates that we have made to the portal. In this session, Michael discusses the Advisor Compensation product with the added ability to add Tiered Based Assets as well as the updated output report. He also goes over the importance of the bulk templates update to the Service Plan
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