Many HNW Investors Call Themselves ‘Self-Directed,’ Despite Complex Portfolios
Almost 30% of high-net-worth investors consider themselves self-directed, a survey from Cerulli Associates found.
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.
Investors Working With Multiple Pros
Cerulli: Bank Trust Assets Reached $2.3 Trillion in 2012
Bank trust companies are doing well, but threats for RIAs linger.