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Instead of “disrupting” finance, Cerulli research suggests all-in-one financial hubs may be the way forward.June 25
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As much as 86% of investors in a recent survey say they would prefer prefabricated fund packages, as long as they were properly spelled out by advisors.June 24
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The postponement comes as new accounts surge at competing digital advisors.May 29
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Firms must collaborate, rather than compete, to bring in more women and non-white advisors, says Cerulli Associates.February 7
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Mergers and acquisitions involving wealth advisors and brokers reached a seven-year annual high in November, according to data compiled by Bloomberg.December 5
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Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.October 9
CEODelta Data
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If approved, the actively managed product will hold anywhere from 60 to 100 equities across sectors and will have no position holding over 5%.August 2
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Close to 80% of strategists cited competition from the mega-managers as their most significant challenge last year.July 26
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A better technology strategy may help firms improve walletshare, a new report says.June 26
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“I think we forget what it was like when we were the associates,” says one firm’s co-owner.June 7
