Browsing Tag
Cerulli Associates
145 posts
Cerulli Sees Increased Recordkeeper, Advisor ‘Coopetition’
Recordkeepers will need to balance satisfying plan advisors and maintaining relationships with aggregators
Are Plan Provider Tech Investments Paying Off With Participants?
Providers are using tailored messaging via multiple channels to improve the participant experience
Why Wealth Management is Increasingly Attractive to 401(k) Advisors
The opportunity is 'ripe' for retirement plan providers
$10.4 Trillion Up for Grabs as Advisors Retire
Practices considering internal succession should embrace the concept of shared equity ownership
The Stark Numbers Behind Americans’ Lack of Retirement Planning Access
'Services like retirement planning and decumulation become easier to scale—regardless of minimums—with digital platforms'
Target-Date Fund Managers Turn to TIPS to Minimize Inflation’s Impact
Nearly all target-date managers (96%) indicate they allocate to TIPS within at least one of their target-date series
Top 3 Areas of RIA Service Expansion: Cerulli
'To preserve profitability levels as they add services, advisors can either adjust their fees upward or implement alternative pricing structures'
Multigenerational Wealth Transfer to Hit Eyepopping Number: Cerulli
Advice will be more important to clients as taxation becomes a more pressing worry
Managed Account Providers Well-Positioned for Decumulation Wave
They can help participants make prudent, informed decisions related to withdrawals, according to Cerulli
Why 401(k) Plan Sponsors Increasingly Eye Self-Directed Brokerage Accounts
Resulting investments can create potential risks to participants and plan sponsors