Browsing Tag
Cerulli Associates
145 posts
Why the Future is Roth
Demographics, increasing prevalence in defined contribution plans, and potential tax changes fuel a bullish outlook for Roth accounts…
Recent Regulations Open Target-Date Funds to ‘Lesser Used’ Products
New research from Cerulli Associates takes a close look at lifetime income products and alternative investments in target-date…
Scale Takes Center Stage as RIAs Continue to Compete
It’s been said time and again—scale is key. However it’s achieved, through technology, acquisition, or something completely different,…
Too Many Choices Hinder Advisor Tech Adoption
Fewer choices, more adoption? Moderate levels of choice may encourage greater advisor fintech adoption, according to Cerulli Associates.…
Despite Reg Barriers, 401k DCIOs Pursue ESG Strategies
Perceived barriers to adoption created by recently proposed regulation aren’t stopping most defined contribution investment-only (DCIO) asset managers…
Massive Increase in HSAs From Recordkeepers, Cerulli Finds
More than 40% of defined contribution plan recordkeepers participated in the HSA market as of 2019, up from…
Most Influential Factor for Participants to Save for Retirement?
Not surprising, but refreshing to see it reinforced—employers play a critical role in motivating their employees to begin…
RIA Channel Growth ‘Soars,’ According to Cerulli
We assume they mean pre-coronavirus crisis, but Cerulli Associates find that the advisor movement into the registered investment…
401k Plan Participants Lag in Access to Retirement Advice
401k advisors increasingly realize the value of offering comprehensive financial planning and advice to participants, and the opportunity…
Fixed Indexed Annuities: Record Sales in 2019, Again in 2020?
Despite a rough fourth quarter, 2019 turned out to be quite the banner year for fixed indexed annuity…