2016 proved to be trying year for DCIO firms. None of the problems were new—unprecedented flows to passively managed funds, a select few target date fund managers garnering the lion’s share of assets and law suits/legislation driving fees to record lows—but the pain was more acutely felt. This was due in part to the uncertainty of the pending fiduciary regulation that has paralyzed both providers and plan sponsors. Given this new landscape, success in 2017 will require placing smarter bets and better resource allocation.
In this webinar, we discussed the current state of industry opportunities and headwinds, the power shift in sales to aggregator firms, and the trend toward investment product personalization.
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