Displaying 64 results
Tech-heavy advisor practices have a performance edge: Cerulli
Survey research finds heavy users tend to grow faster as advisors report greater operational efficiency and productivity in serving clients.
Ebbing passive demand poses challenges for asset managers
As the lines between active and passive strategies blur, product teams will have a tougher time appeasing advisors, Cerulli says.
Big-name affiliation a big deal for the affluent: Cerulli
A large proportion of wealthy clients are more comfortable with advisors at national firms, according to new research.
Mutual funds make a comeback in February, Cerulli says
Data show the first net inflows into mutual funds in roughly two years, with an unprecedented $22 billion net influx into active ETFs.
Clients are leaving advisors for better advice (and relationships)
‘I truly think a lot of advisors end up missing that relationship management,’ a financial planner says.
These are the top two reasons why affluent clients decide to change advisors
Those who meet these needs are better placed to lower client churn.
Younger generations driving demand for personalized 401(k) plans
Cerulli research suggests asset managers and record keepers can stand out to Gen Zers by providing customized product offerings.
Young clients lead to riches
‘We have the opportunity to create the greatest impact on outcomes with millennial and Gen Z clients,' advisor says after new data revealed.
How much room is there for active management?
While advisors’ stances on active differ, money has increasingly flowed to passive funds.
Asset managers’ approach to DC plan advisors needs a rethink
Retirement plan advisors who are ‘dabblers’ and ‘nonproducers’ need more than siloed coverage, Cerulli says.
Mega-RIAs still winning out amid advisor growth surge: Cerulli
Even as the pace of advisor growth doubled, challenges continued for the overwhelming majority of smaller firms.
LPL is stepping up support for high-net-worth advisors
New high-net-worth services offering provides access to advisory dream team of attorneys, CPAs, and advanced planning specialists.
Want to win over the unadvised affluent? Try cost transparency
Nearly half of prospective affluent clients cite opaque costs as the most difficult challenge, Cerulli says.
Over a third of US advisors plan to retire within 10 years
Succession planning is critical, as advisors 55 and older account for 42 percent of head count but 57 percent of assets, Cerulli found.
Forget relationships, complex services are top of mind for HNW clients
Advisors say estate planning and tax planning are key areas of interest for such clients.
Shut up and take our money, investors say about financial advice
Demand for paid financial advice is at a high level and rising, survey data show.
More advisors are making the move to RIA, independent models
Cerulli projects the independent and hybrid RIA channels will control nearly one-third of intermediary asset market share by 2027.
Pre-retirees favor advisors with national firm affiliation
Cerulli Associates research reveals how reliance on advisors rises as retirement approaches.
Why ESG is hard to sell to many advisors
The term is used and misused to the extent that it has lost meaning — but it's not going away, and it could be a mistake to ignore it.
Staying in-plan: More 401(k)s keep retiree assets but more products needed
Keeping retirees in the plan helps both participants and sponsors save on costs, but many 401(k)s are lacking income options.
