Browsing Tag
Cerulli Associates
141 posts
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
Advisors Interested But Still Skeptical About Cryptocurrencies
Even though advisors are opening up to pushing cryptocurrencies, just a few have recommended it to clients
The Future of Mutual Funds Amidst CIT Growth
Cerulli Associates examines the role of mutual funds as CITs gain more prominence in the retirement market
Just 1 in 4 401(k) Participants Expect to Maintain Standard of Living in Retirement
Cerulli research finds plan sponsor concern participants won’t take advantage of a financial wellness program
Underutilized 401(k) Managed Accounts Breed Much Higher Retirement Confidence for Users
New research from Cerulli validates an unmet demand for the type of help offered through DC managed account solutions
Participants, Plan Sponsors Hesitate on Alternative Investments
The latest brief by Cerulli shows that employers are slow to embrace alternative investments in their retirement plans