Cerulli Associates

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.

The firm recently dismissed two portfolio managers due to inappropriate behavior.

The manager’s third quarter revenue topped analysts’ expectations thanks to its iShares business.

As RIAs and regulations reshape the industry, the concern is real, a new Cerulli report says.

Mounting regulatory concerns and technology pressures have left advisors looking for outside help, new research shows.

Practitioners say the rules conceal problems that regulators never fully considered.

Competition for the wealthiest clients is intensifying. Here’s one of the best strategies for finding them, according to Cerulli research.

Its local unit is the first qualified domestic limited partner to be granted a license from the Asset Management Association of China.

The positive net flows of U.S. mutual funds was driven by taxable bonds.

They seem to be everywhere, but there is every reason to believe that clients overwhelmingly still want to deal with human beings.

Mounting regulatory pressure will push firms to decrease the number of products available due to compliance risks, Cerulli Associates says in a new report.