Cerulli Associates

A record number of fund openings and closures were reported last year. What does this mean for the future of the industry?

With 27,000 advisors on the move this year in wealth management, the industry remains in a period of flux.

"This multigenerational shift in wealth will reshape the wealth management landscape over the next quarter century," an expert says.

The fully-independent channel remain a competitive threat to IBDs attempting to retain top advisors while dealing with lost revenue.

An alphabet soup of confusing terminology is hindering clients and advisors from identifying portfolio opportunities.

The proposal would lay out formal steps for setting up less-complicated funds.

Every man in the financial services industry should read this article, Nina O’Neal writes.

The downward trend in the supply chain is already prompting major changes, and it could soon spill over to advisors’ practices.

The “breadth and depth of relevant resources” from the home office serve as a critical differentiator, Cerulli says.

Like other broker-dealers, the firm is far from achieving a ratio of 50/50 men-and-women planners.

The 1,778-advisor firm constitutes the largest privately held IBD, underscoring the growing appeal of boutique-like models.

Mark Mobius will step down after more than three decades with the firm.

The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.

Consolidators are doubling and tripling RIAs' five-year performance.

Smart beta growth, fee wars and more attention to risk-management are key trends to watch, say six experts surveyed by Money Management Executive.

Advisors are jumping to firms with established infrastructure.

The funds will classify stocks using artificial intelligence.

The firm aims to maximize its value to advisors, but observers caution that it faces big challenges.

Research into the point system for ranking funds questions whether the metric is valid in gauging future performance.

The firms dominate the space, but they face headwinds in a changing industry, Cerulli says.