December 28th, 2015

The TDF Beat Marches On In terms of year-to-date net flows through the end of September, Vanguard was the standout, pulling in $27.1 billion, and continuing its dominant position. Read more > Trendspotting PLANADVISER takes a deep dive into the latest concerns and actions among retirement plan participants and mutual fund buyers—and what they mean for advisers. Read more > 2015 PLANADVISER Practice Benchmarking Survey Our interactive data parsing tools can filter survey results by practice structure, fees/revenue, broker/dealer relationships, marketing and service models, and concerns and expectations. Read more > Sizing the Market: 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. Read more > MOST READ ARTICLES 1 RIA Aggregators Aim for Small-Plan Market Expansion 2 ‘Secure Act 2.0’ Likely to Become a Reality 3 10th Circuit Affirms Great-West Fee Suit Dismissal 4 T. Rowe Price CEO Change Reflects Financial Industry Trends 5 Scrutinizing TDFs and Considering Balanced Funds

Sponsored message from T. ROWE PRICE Next Generation Thinking: A fresh look at the millennial generation. The American workforce is changing, and millennials are driving the retirement savings conversation. Get the practical solution you need to engage this new generation. Read more > 2015 Participant Survey Once again this year PLANADVISER checks in with workers on the path to retirement. For most Americans, the road to retirement is a long and often uphill journey. Read more > Attention to Detail: 2015 Micro Plan Survey We break down the Top 10 micro plan providers, and our data parsing tools offer helpful insight into key micro plan sales data and emerging plan sponsor trends. Read more > 2015 PLANADVISER Recordkeeper Services Guide We partnered with our sister publication, PLANSPONSOR, to get a better sense of which recordkeeping providers work with advisers, and to show the extent to which they do so. Read more >

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