Cerulli Associates has identified six “niche” segments of the retirement planning space that it says are experiencing “burgeoning growth” and present asset-gathering opportunities for advisors.
In its most recent edition of The Cerulli Edge: Retirement Edition, Cerulli notes that while the primary retirement markets—401(k), 403(b), public and private DC and DB, and traditional and Roth IRAs—represent nearly $14 trillion in 2010, the six niche markets, which currently represent only $1 trillion, are prime areas of growth and asset-gathering potential “for firms willing to look beyond the crowded mainstream retirement markets.”