Browsing Tag
Cerulli Associates
143 posts
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
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