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Retail Direct Channels Are Gobbling Advisors' Market Share: Cerulli
News December 13, 2024 at 03:31 PM
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What You Need To Know
- Retail direct investor platforms grew faster than all other channels from 2022 to 2023.
- One reason is their success at retaining 401(k) and IRA assets.
- The financial advisor’s role must keep changing to prioritize offerings beyond investment management, Cerulli says.
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