PLANADVISER Weekend Newsdash
Week ending June 30th, 2017
NOTE FROM THE EDITOR
Happy Friday, readers. This weekend’s mailing features the 2017 PLANADVISER DCIO Survey. Now in its sixth year of publication, the survey continues its trend of finding a steady increase in DC plan assets among the participating providers. While not representative of the entire DCIO market, the survey can be seen as a proxy for the overall direction of asset levels and allocation. Find the full results below.
Editor's choice
2017 PLANADVISER DCIO Survey
The participating investment firms provided their year-end asset levels in defined contribution plans for 2014 through 2016, as well as for the first quarter of this year. These asset levels rose an impressive $163 billion (4.6%) in just the three months from December 31, 2016, to March 31, 2017. Read more >
DCIO Industry Snapshot
Filter provider results by sales gains, adviser support capabilities, asset types and more. Read more >
2017 Top 10 DCIO Providers
BlackRock, Nuveen and State Street Global Advisers top the list in terms of assets managed. Find the full list of leading firms here. Read more >
Participating DCIO Provider Information
Find the full firm-by-firm breakdown of more than 40 participating DCIO providers. Data shown includes assets managed, top products, sales strategies, adviser capabilities and more. Read more >
MOST POPULAR STORIES
Vanguard Launches Consultant Hub for Retirement Plan Consultants

Features of the Consultant Hub include a retirement plan comparison tool and custom investment reporting, among other things.

Another Undisclosed Fee Lawsuit Filed Against Fidelity

According to the recent complaint, Fidelity has breached its fiduciary duties to retirement plans by charging mutual fund and other investment companies a substantial fee as a condition for their investment vehicles being offered on Fidelity’s fund platform.

VALIC Rebrands to AIG Retirement Services

Rob Scheinerman, president, AIG Retirement Services, tells PLANADVISER that while the VALIC name is strong and well respected, the AIG name carries even greater recognition in the marketplace and among sponsors, consultants and participants, and relationship management teams and advisers are very excited to go to market as AIG.

With LDI, DC Plans Can Address Individuals' Retirement Obstacles
LGIMA and TIAA executives predict individual investors will adopt some principles of “liability-driven investing” commonly practiced by pensions.
Women Need Help Planning for Family Financial and Retirement Goals

Feeling less educated about retirement planning and personal financial planning than they should be is a barrier to the financial planning process, women say, according to a Lincoln Financial survey.

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