Cerulli Associates

Mergers and acquisitions involving wealth advisors and brokers reached a seven-year annual high in November, according to data compiled by Bloomberg.

Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.

If approved, the actively managed product will hold anywhere from 60 to 100 equities across sectors and will have no position holding over 5%.

Close to 80% of strategists cited competition from the mega-managers as their most significant challenge last year.

A better technology strategy may help firms improve walletshare, a new report says.

“I think we forget what it was like when we were the associates,” says one firm’s co-owner.

Advisory groups with over $500 million in client assets dominate the industry. Still, many choose to go it alone.

Launching an app doesn’t have to cost millions of dollars.

The research firm’s headcount and related job forecast are based on a highly elastic idea.

A record 186 funds were shuttered last year. What does this mean for the future of the industry?