| 2015 DCIO Survey |
| Each year since this survey’s inception in 2012, investment managers have reported increased asset levels in their defined contribution investment only businesses. Although the names of the firms participating in the survey have changed somewhat, we can report that the 37 managers on this year’s list enjoyed a nearly $230 billion increase in DCIO assets from year-end 2013 to year-end 2014.
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| Independent RIAs Bullish on Their Future |
| The majority of registered investment advisers believe their businesses will grow at a faster rate than the market.
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| Why Your Clients Should Institutionalize Their DC Plans |
| According to Holly Verdeyen, director of defined contribution investments at Russell Investments, one reason individuals favor the defined benefit plan model is that it offers a road map—a charted route to greater retirement success lead by the employer.
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| Morningstar Compares Active vs. Passive Performance |
| Morningstar has launched an Active/Passive Barometer to help investors measure the performance of active U.S. fund managers against passive U.S. fund managers in every Morningstar category. The barometer will indicate success rates, which Morningstar defines as the percentage of actively managed funds that survive and generate higher returns than their passive counterparts in the same time period.
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| More Americans Delaying Retirement |
| People hamstrung by a lack of savings are delaying a wide number of major life events, such as retiring, buying a home, going to graduate school, getting married or even starting a family.
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