Most Advisors Don’t Know Their Own Fees
Nearly two-thirds of advisors underestimate their fees by more than 30 basis points, a survey by Peak Advisor Alliance and Cerulli found.
IRA Rollovers Up 7% in 2012, Keep On Rising: Cerulli
In 2013, Cerulli estimates, rollover contributions grew another 11%.
Top 8 Trends for Asset Managers in 2012: Cerulli
Despite market turbulence, asset managers in the U.S. and around the globe have emerged more focused than ever, says Cerulli in its 'Top Trends to Watch in 2012' report.
Wirehouses to Lose 8% in Market Share, Average AUM Up 10%: Cerulli
Cerulli reports that wirehouse broker-dealers had 43% of industry assets in 2010, an estimated 40% today and an expected 35% by 2013 – representing an 8% decline.