Browsing Tag
Cerulli Associates
145 posts
Despite Stall, Investors Express Interest in ESG Screens
The interest presents an opportunity for firms, especially as more Millennials accumulate wealth in the coming years, reports Cerulli
February 5, 2025
Widowed Women to Acquire Bulk of Wealth Transfer
Cerulli report finds that an estimated $40 trillion will go to widowed women who lose a spouse
January 23, 2025
Acquisitions Remain Aplenty as RIAs Begin Succession Planning
Over 100,000 financial professionals plan to retire within the next decade, finds Cerulli
January 15, 2025
How Micro 401(k) Plans Will Drive Growth of Retirement Market
Cerulli says advisor-sold defined contribution market set to flourish and further ongoing convergence of wealth management and DC plan markets
January 9, 2025
How Advisors Can Prepare for the $124T Wealth Transfer
Expected through 2048, the Great Wealth Transfer presents opportunities for advisors to build on their practice
December 5, 2024
RIA Consolidation Grew in 2023
Advisors in RIA channels affiliated with a consolidator increased to 14% in 2023, reports Cerulli
November 13, 2024
Asset Managers Prioritize Accelerating AI Adoption
Over half of asset managers say they are currently using or planning to use AI within the next year as part of their advisor segmentation strategy
September 3, 2024
Enhanced Tech Training and Support Essential for Advisors
A new report by Cerulli advocates for improved technological training for financial advisors
August 14, 2024
Managed Account Consolidation Slowly Growing
Still, adoption among advisors is growing in small doses, finds Cerulli
July 16, 2024
Advisors Interested But Still Skeptical About Cryptocurrencies
Even though advisors are opening up to pushing cryptocurrencies, just a few have recommended it to clients
July 2, 2024