Displaying 71 results
Are 401(k) plan sponsors missing the mark on workers’ financial wellness?
With less than 20 percent adoption for most financial wellness programs, Cerulli finds just one in four participants are confident about retirement.
More DIY investors want an advisor in their corner
Cerulli research finds two-fifths of self-directed investors are willing to pay for human advice, opening opportunities for providers.
Are advisor teams better than solo practices?
Joint research by Cerulli and Osaic shows growing momentum and bigger numbers behind teaming, though there are potential challenges.
Behavioral finance could make for better high-net-worth relationships
Addressing cognitive biases and self-sabotaging tendencies is key to better advice, says Cerulli.
Wealth firms’ war for wallet share fuels consolidation, says Cerulli
Report reveals how top firms are taking more assets through M&A as they look to assimilate technology and service offerings.
DC plans aren’t diving into the private markets
Despite the popularity of private credit and PE, Cerulli research finds obstacles blocking their wider adoption in 401(k) retirement plans.
New Cerulli study sheds light on advisors going independent
Cerulli’s study revealed approximately one-third of IBD advisors (32%) have considered opening an RIA in the past year.
Tech-heavy advisor practices have a performance edge: Cerulli
Survey research finds heavy users tend to grow faster as advisors report greater operational efficiency and productivity in serving clients.
Ebbing passive demand poses challenges for asset managers
As the lines between active and passive strategies blur, product teams will have a tougher time appeasing advisors, Cerulli says.
Big-name affiliation a big deal for the affluent: Cerulli
A large proportion of wealthy clients are more comfortable with advisors at national firms, according to new research.
Mutual funds make a comeback in February, Cerulli says
Data show the first net inflows into mutual funds in roughly two years, with an unprecedented $22 billion net influx into active ETFs.
Clients are leaving advisors for better advice (and relationships)
‘I truly think a lot of advisors end up missing that relationship management,’ a financial planner says.
These are the top two reasons why affluent clients decide to change advisors
Those who meet these needs are better placed to lower client churn.
Younger generations driving demand for personalized 401(k) plans
Cerulli research suggests asset managers and record keepers can stand out to Gen Zers by providing customized product offerings.
Young clients lead to riches
‘We have the opportunity to create the greatest impact on outcomes with millennial and Gen Z clients,' advisor says after new data revealed.
How much room is there for active management?
While advisors’ stances on active differ, money has increasingly flowed to passive funds.
Asset managers’ approach to DC plan advisors needs a rethink
Retirement plan advisors who are ‘dabblers’ and ‘nonproducers’ need more than siloed coverage, Cerulli says.
Mega-RIAs still winning out amid advisor growth surge: Cerulli
Even as the pace of advisor growth doubled, challenges continued for the overwhelming majority of smaller firms.
LPL is stepping up support for high-net-worth advisors
New high-net-worth services offering provides access to advisory dream team of attorneys, CPAs, and advanced planning specialists.
Want to win over the unadvised affluent? Try cost transparency
Nearly half of prospective affluent clients cite opaque costs as the most difficult challenge, Cerulli says.
