Cerulli Associates

Advisor Upside

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

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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

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Advisor Upside

Here’s How Advisors Are Navigating the Private Markets Boom

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

2 min read
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Advisor Upside

Retiring Advisors Push M&A Deals to $2.5T

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
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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

Advisor Upside

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

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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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