Cerulli Associates

Portfolio managers are shifting to platforms that offer an all-in-one, single point of entry for making different portfolio transactions. Cerulli reports the trend is picking up steam.

Winning multi-millionaire clients looks different today for advisors — here's what's changed, a Cerulli study reports.

A new Cerulli report suggests that one of banks' best opportunities to grow in the coming years is right under their nose, with a client segment they often ignore.

Anyone can call themselves a wealth advisor these days. Here are credentials that count.

New flows to traditional fixed income investments remain strong, according to Cerulli Associates data.

Advisors will face a drastically changed industry landscape and Schwab, already an industry leader, will play an even more outsized role in the marketplace.

Instead of “disrupting” finance, Cerulli research suggests all-in-one financial hubs may be the way forward.

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.

The postponement comes as new accounts surge at competing digital advisors.

Firms must collaborate, rather than compete, to bring in more women and non-white advisors, says Cerulli Associates.