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Cerulli Associates
141 posts
Plan Participants Really Want Advice, But …
Like clockwork, do-it-yourselfers panic in down-markets and look to you to fix it. And now a new report from…
401k Sponsors Seriously Stressed About Getting Sued
Schlichter and Co. are taking a toll. More than half of 401k plan sponsors express concern over potential lawsuits,…
Digital Advice Cheaper, But Investors Still Value 401k Advisors
It goes to the heart of the fiduciary issue—is cheaper better? The question is now spilling over into…
Half of IRA Rollover Assets ‘At-Risk’ Post-DOL Fiduciary Rule
The DOL’s fiduciary rule will lead to fewer rollovers from 401(k)s. However, the influence of existing advisor relationships,…
RIAs or Wirehouses: Who’s Winning in Asset Growth?
We’re sure it’s all because of their 401(k) business. “While wirehouses still hold a substantial share of assets,…
A Boon for Collective Investment Trusts and 401ks?
They’re staid, boring and vanilla, and that’s just fine. New research from Boston-based global analytics firm Cerulli Associates…
401k Flows to R6 Retirement Share Classes Spike
Beneficial for participants of bane of their existence—however 401(k) advisors feel about the DOL’s fiduciary rule, it appears…
The ‘Other’ Important Factors in 401k Investing
Numbers might not lie, but they certainly don’t tell the whole story. While returns are obviously important, they’re…
Target Date Funds in 401ks Total How Much?
Is it important to offer more than one target-date product to meet the needs of 401(k) plan sponsors…
Where Will ETF Use Grow Fastest?
Little surprise—Exchange-Traded Fund (ETF) adoption continues to rise. While it might be a case of the fly on…