Articles

Chasing the Assets of the Wealthy

Wed, 25 Sep 2013 15:42:00 +0000

Data suggests the high-net-worth segment is growing—a good sign for b/ds looking to boost profit margins, but competition for these clients will be fierce.

Holier Than Thou?

Mon, 13 May 2013 17:26:00 +0000

Does the revelation of fees paid to advisors from Schwab and Fidelity, while disclosed, taint the perception that the RIA model is a fiduciary one and above conflicts?

Keeping Brokers Happy

Thu, 14 Mar 2013 20:07:00 +0000

Cerulli research reveals the B/D products brokers really value, and those they don’t.

The Benefits of Holistic Planning

Tue, 29 Jan 2013 14:41:00 +0000

Bringing clients comprehensive financial planning deepens the relationship and can bring in more business. But advisors need to learn how to sell it.

Behind the Numbers with Cerulli Associates: Getting Tactical

Tue, 06 Nov 2012 18:46:00 +0000

After the financial crisis, investors are asking advisors for both downside protection and returns. Many are turning to so-called “tactical allocation strategies” to beat the market, but do they really have the skills?

Withering Wirehouses?

Tue, 09 Oct 2012 17:50:00 +0000

Are the traditional wirehouses in the early stages of a perpetual decline, or simply finding a sharper focus? Tyler Cloherty of Cerulli Associates crunches the numbers exclusively for WealthManagement.com to find what's really behind the narrowing gap in market share between wirehouses and independents.

European investors increasingly dependent on professional advisors, yet more than 50% are unhappy with the quality of advice received

Fri, 21 Sep 2012 20:46:00 +0000

September 2012, London. The aims of European investors are fairly consistent, as is the source of their investable wealth. What they do with it, where they seek advice, and levels of satisfaction present a more complex picture, according to the inaugural Cerulli Quantitative Update: European Retail Investor 2012 report.

Behind the Numbers with Cerulli Associates: Portfolio Evolution: Active is Dead?

Wed, 12 Sep 2012 13:00:00 +0000

Recognizing that active managers don't beat the market as frequently as they should, many advisors have moved to passive investments. ETFs have benefited from the trend, and the Cerulli research shows.