Cerulli Associates

Advisor Upside

Retiring Advisors Push M&A Deals to $2.5T

Photo by Getty Images via Unsplash

Most of the opportunities lie with the biggest firms, which have the deepest pockets, but Cerulli sees mergers up and down the AUM spectrum.

2 min read

Photo by Natalie Behn via Unsplash

ETF Upside

Institutional Investors Nearly Doubled ETF Usage Over Past 5 Years

Pensions, endowments and other institutional asset owners are finding new uses for exchange-traded funds.

2 min read
Photo by Fengkai Liu via Unsplash

Advisor Upside

Rich Folks Want to Know What They’re Paying Advisors For

Retention often comes down to what services advisors provide and the kind of help clients actually feel like they’re getting.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Feedough via iStock

Finance

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

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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