Breaking Down Misconceptions About Private Markets in DC Plans
A new white paper from Cerulli Associates and the Defined Contribution Alternatives Association addresses common concerns about the use of...
Tag: Cerulli Associates
Independent RIAs to Increase by 12% by 2028
Over the next three years, independent registered investment advisers will be the fastest-growing portion of the advisory landscape, according to...
Fee-Based Models Dominate as Advisers Respond to Shifting Client Expectations
By 2026, nearly 78% of adviser compensation is projected to come from fees.
Wealth Transfer Planning Vital for Advisers to Retain Client Assets
Quality relationships continue to be essential for driving assets in the wealth management space, according to Cerulli Associates.
Advisers Hardly Ever Recommend Active TDFs to Retirement Plans, Research Shows
A report from Cerulli also found that student loan matching and Roth matching are among the most recommended SECURE 2.0...
Institutional Assets Held Only Slight Edge On Retail in 2023
Institutional asset channels hits $30.9 trillion in 2023 as compared to $30 trillion for U.S. retail clients, according to a...
Retirement Industry Can Leverage Young Investor Interest in Guidance
Younger generations and their older counterparts are equally interested in receiving advice from a financial professional, according to new research...
Rookie Financial Advisers Are in Short Supply
High wash-out rates force firms to focus on recruitment and retention, according to Cerulli.
Advisers, Participants Skeptical of ESG Investments, but Asset Managers Are Not
Greenwashing by investment funds has contributed to negative rhetoric about ESG, but the practice remains a top initiative for U.S....