Variable Annuity Sales to Hit $22 Billion by 2018: Cerulli
Annuities tied Roth IRAs as the most unsolicited product requests made by investors to their advisors, Cerulli says.
Distrust of Big Banks Driving Clients to Indies: Cerulli
"Breakaway brokers" are one reason that RIAs will hold 26% of retail client assets by the end of 2016. But there's more to the story.
Aging Advisors: Bad News for Indies, Good News for Wirehouses
New research suggests that custodians and BDs who partner with independent advisors face a serious risk to their business models as advisors age.
IRAs Make Up Nearly Half of Advisors’ Business
The takeaway: rollovers, and the retirement business in general, are key markets for advisors to cultivate, Cerulli says.
20 Best & Worst Fund Families of 2013
The top performer saw $75 billion pour in last year, while the weakest performer had more than $30 billion in outflows.
Obama Offering Retirement Savings Plan for Workers
President Barack Obama offered more Americans the chance to save for retirement through payroll deductions with a plan for new government-sponsored savings accounts.
43% of Advisors Older Than 55: Cerulli
“The independent channels are most at risk because they have the oldest advisors on average,” says a Cerulli associate director.
The Biggest Threat to Firms That Serve the Wealthy
Among a wide range of findings on the high-net-worth market, a Cerulli report cites a mistake that can erode a wealth manager's asset base.
HNW Investors’ Needs Differ as Wealth Increases: Cerulli
Contrary to popular notions, the wealthiest 1%–2% of American investors are a variegated lot.
Why This Is a Good Time to Be an Advisor, of Any Age
This is our annual Careers supplement, and in the pages that follow we deliver what I humbly believe are a number of articles that you will find useful in planning and executing a more successful career.