Cerulli Associates

Advisor Upside

AI Won’t Replace Advisors. It May Actually Add More

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Industry experts at the Future Proof festival said AI is integral to growing advisor teams and client based.

2 min read

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Advisor Upside

Advisors Grow Their Tech Stacks as Clients Demand More

They’re increasingly considering new portfolio tax optimization and estate planning tools as the bar for sophisticated advice goes higher.

2 min read
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Advisor Upside

Advisor Interest in Long-Short SMAs Nearly Doubles

Nearly 60% of advisors said they are the products they’re most interested in adding to their portfolios.

2 min read
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Advisor Upside

Client Withdrawals Can Outpace Organic Growth if RIAs Aren’t Careful Enough

RIAs lose 2% to 5% of their AUM annually through client withdrawals, but they’re also averaging just 3% to 4% in organic growth each year.

2 min read

Advisor Upside

Here’s How Advisors Are Navigating the Private Markets Boom

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Advisor allocations to alternative investment products are expected to roughly double in the next five years to more than $4 trillion.

2 min read

Finance

Women Will Soon Control More Money Than Ever. Is Wall Street Ready?

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Women are the big winners in the great wealth transfer, and the status quo isn’t what they want from wealth managers.

4 min read

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