contents May-June 2018 cover story 22 Outscale the Competition Mastering the RFP response can make your business grow. feature 26 Current Focus How DCIO providers position themselves to stand out. research 30 2018 PLANADVISER DCIO Survey An overview of the top providers. departments 36 sales champion Key Partnerships How to win new clients via novel planning capabilities. 42 practice management Clean Shares' Popularity The class improves fee transparency but still needs a clearer definition. 44 investment-oriented The Retirement Purse Should a participant's TDF still seek returns after he crosses the finish line? 48 marketing mechanics The Power of Hosting Events How one advisory firm built a space to build its business. 50 compliance consult A New Best Interest Model The SEC steps up to the plate. 51 fiduciary fitness Limited Liability of a Trustee ERISA constricts that fiduciary's duty of prudence. 52 ERISA vista Rollover Recommendations Suggesting an IRA may still be prohibited. planadviser.com may-june 2018 | 1 in every issue 2 editor's letter 4 intro 6 data points 7 plan focus 8 practice development 12 compliance news 14 trendspottinghttp://www.planadviserdigital.com/planadviser/may_june_2018/TrackLink.action?pageName=1&exitLink=http%3A%2F%2Fplanadviser.com