2023 PA Practice Progress Webinar Series: DCIO

During a gathering of advisers and providers last year, speakers discussed how defined contribution investment only is out and co-distribution is in. Adapting to a changing marketplace, through more personalization and partnerships, is critical for advisers. Join PLANADVISER for a discussion about the future of DCIO firms and strategies, the important role partnerships can play and how some firms are assigning more specialists to a relationship, serving clients at all levels.