Displaying 71 results
Switching firms can cost advisers 19% of assets: Cerulli
Those making a move risk losing clients and accounts; they also face operational challenges.
PE to fuel insurance industry M&A: Report
Deals are likely to start happening more often and will be led by private equity, a report from Cerulli Associates suggests
Advisers might be warming to annuities: Report
This year's volatility has some near-retirees worried about protecting their assets, and the insurance products are one way of doing that
Tough sledding for equity funds in COVID-19’s wake: Cerulli
The forecast has stock funds losing share to bonds and money market funds over the next five years
Cerulli finds only 7% of advisers at right scale to do portfolio construction themselves
Research firm says advisory firms need at least $250 million in AUM to do proper job.
Cerulli to take over MMI’s data platform
New effort will combine historical, current data.
Investors don’t have a clue about using 401(k) savings, Cerulli says
Plan participants have no idea how they will use their 401(k) savings when they retire, Cerulli study shows.
More reps plan shift to fees post-DOL: Cerulli report
Nearly two-thirds (64%) of broker-dealer advisers plan to shift more of their business to a fee-based model if the Department of Labor's fiduciary rule is put into effect, according to a report from Cerulli Associates.
Cerulli finds that financial advisers do better when sticking with in-house products
Customizing portfolios introduces human frailty and failure.
One-third of advisers plan to exit business within a decade
Cerulli study: A succession partner is biggest hurdle for 32% of advisers eyeing retirement.
Online platforms a growing threat to traditional advisers
Two reports show growing popularity of web-based personal finance startups and discount brokerage platforms in wake of 2008 crisis.
