Cerulli Assocites

Advisor Upside

Advisory Firms Need to Hire More Staff — and Fast

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The industry will need more than 70,000 new staff over the next five years, according to a Charles Schwab report.

2 min read

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Advisor Upside

Inside BlackRock’s Latest $12B Private Assets Deal

BlackRock is acquiring HPS Investment Partners in a deal that could increase its private assets under management to $600 billion.

2 min read
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Advisor Upside

Just 22% of Advisors Charge for Financial Planning

Advisors that offer comprehensive services can also manage four times more in assets than their peers, according Cerulli Associates.

1 min read
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Advisor Upside

Top 25 Broker Dealers Manage 93% of Assets: Cerulli

Consolidation among broker dealers is having significant impacts on the industry and it’s not expected to slow down anytime soon.

1 min read

Advisor Upside

Fiduciary Ad Campaigns May Be Hitting Home

Photo via Connor Lin / The Daily Upside

More than 6 in 10 retail clients said they are now considering paying for professional advice, according to research from Cerulli.

2 min read