Cerulli Associates

Advisor Upside

Fee-Only RIAs Grow in Number, but Not Percentage of Industry Assets

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Mergers and acquisitions are changing the face of the industry, and clients may not realize how their advisors are compensated.

2 min read

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Practice Management

Watering the Garden: Getting the Organic Growth that RIAs Crave

Advisors’ growth rates from new clients and new assets are half of what they were less than 10 years ago. Ignore organic growth at your own risk, observers say.

3 min read
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Advisor Upside

‘It’s Not You. It’s Your Tech,’ Advisors Tell Affiliates

An office’s tech capabilities — or lack thereof — are causing more advisors to reconsider their firms’ merits, Cerulli found.

2 min read
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Advisor Upside

Model Behavior: Providers Focus on Taxes and Alts

Advisors are all about tax efficiency, but they aren’t as sold on the need for private markets investments.

2 min read

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

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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