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Cerulli Associates
Fiduciary rule prompts more firms to outsource portfolio design
Mounting regulatory concerns and technology pressures have left advisors looking for outside help, new research shows.
Asset managers worry MiFID will cause more harm than good
Practitioners say the rules conceal problems that regulators never fully considered.
Building a high-net-worth practice
Competition for the wealthiest clients is intensifying. Here’s one of the best strategies for finding them, according to Cerulli research.
UBS secures fund license in mainland China: News Scan
Its local unit is the first qualified domestic limited partner to be granted a license from the Asset Management Association of China.
Mutual fund flows outpace ETFs for 1st time in over a year
The positive net flows of U.S. mutual funds was driven by taxable bonds.
Don’t be afraid of robo advisers
They seem to be everywhere, but there is every reason to believe that clients overwhelmingly still want to deal with human beings.
Post-fiduciary forecast: Less adviser freedom, more cookie cutter portfolios
Mounting regulatory pressure will push firms to decrease the number of products available due to compliance risks, Cerulli Associates says in a new report.
