PLANADVISER Weekend Newsdash
Week ending January 13th, 2017
NOTE FROM THE EDITOR
In addition to our daily news coverage published online and our bimonthly print edition, PLANADVISER regularly releases original research examining various aspects of the retirement specialist advice market. Collected below is a list of our most recent research reports, including the Practice Benchmarking Survey, the DCIO Survey, the Recordkeeper Services Guide and the Retirement Plan Adviser Survey. Each report is designed to provide actionable insight and a deeper understanding of the retirement advisory business. 
Editor's choice
PLANADVISER Practice Benchmarking Survey
The 2016 PLANADVISER Practice Benchmarking Survey gives you a guidepost to see how you compare with your peers. Although the industry often talks about moving away from focusing on just the “three Fs”—funds, fees and fiduciaries—two of those still lead many conversations. Read more >
PLANADVISER Defined Contribution Investment Only Survey
In the first three years after debuting the PLANADVISER Defined Contribution Investment Only Survey, in 2012, investment managers reported fairly strong increases in assets each year. This trend changed in 2015, however, as the assets of the 38 participating DCIO investment managers remained practically flat, with an increase of just $13.9 billion (0.4%) to end the year with a total of $3.1 trillion in assets. Read more >
PLANADVISER Recordkeeper Services Guide
Retirement plan advisers may often find themselves in the role of matchmaker—working with a defined contribution client to determine which investments and platforms or providers are the best fit. To be in a top position to guide the client, an adviser must keep abreast of the provider community, so as to stay current on what products and services are available to suit each client’s needs. Read more >
PLANADVISER Retirement Plan Adviser Survey
Although educating participants and helping plan sponsors craft the best possible plan design for their company may be two of the most important functions of a retirement plan adviser, aiding sponsors in their selection of investment options, not to mention the most appropriate recordkeeper for their plan, certainly are two other critical functions.  Read more >
MOST POPULAR STORIES
What Is a DOL Adviser Investigation Like?
The number of Department of Labor investigations of financial advisers has steadily increased over the years; here is a primer on the DOL’s sources of authority, and what to expect when examiners come knocking.
TOP 100 Retirement Plan Advisers
Noteworthy retirement plan specialists, based on number of plans and total assets under advisement.
Americans Worry About Running Out of Money in Retirement

CPA financial planners say Americans are also concerned about maintaining their lifestyle and not being able to meet rising health care costs.

2019 PLANADVISER Micro Plan Survey
Our annual gathering of data on plans with less than $5 million in assets points to a promising market for advisers
Retirement Industry People Moves

Schroders announces North American distribution hires; Senior consultant joins PEI; Wise Rhino Group hires managing director; and more. 

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

Advertising: Paul Zampitella paul.zampitella@strategic-i.com

Subscribe to Adviserdash, click here.
To unsubscribe, click here.
BrightScope / CIO / FWW / Global Custodian / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund / The Trade