Displaying 67 results
Alts are rockin’ the house!
Demand for income, inflation protection, enhanced returns and volatility dampening has created a ‘Goldilocks moment’ for alternative investments.
Succession plan services gain traction as a tool for recruiting, making acquisitions
With more than $10 trillion seen in motion over the next decade as advisers retire, Cerulli expects acquiring firms to make succession planning a bigger piece of the offering.
Direct indexing gains appeal as taxable losses mount
Technology platforms evolve quickly to give financial advisers tools to help clients mitigate the tax hit as financial markets decline.
Fintech Bytes: Vise, CapIntel and Morningstar
Fintech companies are responding to the first bear market many have experienced. Here are the rest of the week's fintech stories.
How retiring advisers can avoid going ‘shoeless’
Like the cobbler's children who had no shoes because their father was too busy making shoes for customers, a large percentage of financial advisers are unprepared for retirement.
Invesco teaming up with Cerulli to launch Practice Innovation Index
The digital tool gives wealth managers a quantifiable way to see how their firms measure up.
J.P. Morgan launches direct indexing for RIAs
The Tax-Smart Separately Managed Account Platform lets advisers customize portfolios based on strategies created by J.P. Morgan’s index team.
Inflation could give DB plans a boost, Cerulli says
Rising rates drive down defined-benefit plan liabilities and raise their funded ratios.
Small advisory firms need tech, too
Small to midsize wealth management firms are more likely to purchase third-party tools than their wirehouse counterparts.
Wirehouses are most productive channel: Cerulli
Although wirehouses are shrinking, the study finds their reps have an average AUM of $198 million, versus an average of $88.1 million industrywide.
With $84 trillion wealth transfer coming, advisers should be licking their chops
Cerulli research shows mountains of wealth will be looking for a home over the next 20 years.
Direct indexing emerges as must-have tool for tax management, ESG investing
The trend toward offering customizable indexes puts direct indexing on a track for explosive growth, according to new research from Cerulli Associates.
Digital record keepers are changing the micro 401(k) market
Many of these newer entrants are pure-play record keepers without an investment management arm. They employ lean, digitally focused operating models and distribute their services directlly to plan sponsors.
How online trading is driving investors to human advisers
Self-directed investors are reaching thresholds that are starting to make professional financial advice more appealing.
Advisory business making progress on diversity, but slowly
Only 16% of advisers are women, while 3.8% are Hispanic, 2.6% are African American and 2.1% Asian, according to a study by Cerulli Associates and the Investment Adviser Association.
Advisers are missing the boat on ESG: Cerulli
Surveys of investors and financial advisers show a disconnect between what investors want with regard to environmental, social and governance strategies, and what most advisers think their clients want.
Switching firms can cost advisers 19% of assets: Cerulli
Those making a move risk losing clients and accounts; they also face operational challenges.
PE to fuel insurance industry M&A: Report
Deals are likely to start happening more often and will be led by private equity, a report from Cerulli Associates suggests
Advisers might be warming to annuities: Report
This year's volatility has some near-retirees worried about protecting their assets, and the insurance products are one way of doing that
Tough sledding for equity funds in COVID-19’s wake: Cerulli
The forecast has stock funds losing share to bonds and money market funds over the next five years
