Intelligence

Trends in the DCIO Marketplace

How difficult is it for defined contribution investment only (DCIO) firms to sell their products to advisers? How is the fiduciary rule affecting DCIO providers? Will a move to open architecture target-date funds boost DCIO sales? Are DCIO providers working on TDFs that provide retirement income? Are DCIO providers working on custom TDFs? How has the movement to passive, index funds affected the DCIO market? Are DCIO providers looking to offer a wide array of products, and if so, what might they include? What kinds of services are DCIO providers offering to advisers in order to cement the relationship? What kinds of services are DCIO providers offering to advisers that they can, in turn, provide to participants?