Browsing Tag
Cerulli Associates
147 posts
Offering Guaranteed Income Not as Essential as Initially Perceived
Growing number of asset managers are feeling uncertain over offering a guaranteed income component in a retirement solution, reports Cerulli
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
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
Acquisitions Remain Aplenty as RIAs Begin Succession Planning
Over 100,000 financial professionals plan to retire within the next decade, finds Cerulli
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
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
RIA Consolidation Grew in 2023
Advisors in RIA channels affiliated with a consolidator increased to 14% in 2023, reports Cerulli
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
Enhanced Tech Training and Support Essential for Advisors
A new report by Cerulli advocates for improved technological training for financial advisors
Managed Account Consolidation Slowly Growing
Still, adoption among advisors is growing in small doses, finds Cerulli