Cerulli Assocites

Advisor Upside

Is the Great Wealth Transfer Really All That Great?

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New research predicts just $17.5 trillion may transfer over the next two decades.

2 min read

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Advisor Upside

Dual-Share Classes Are Coming. Why It Matters.

More than 50 asset managers have asked the Securities and Exchange Commission for permission to create dual share classes of mutual funds.

3 min read
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Advisor Upside

More Than 75% of Advisors Will Work off Fees by Next Year

Commission-based compensation structures are used by just 23% of advisors today, according to a Cerulli report.

2 min read
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Advisor Upside

ETF Issuers Scamper to File for Altcoins Funds

Advisors are bearish on crypto, but alternative coin ETFs may not be the products they’re looking for, experts said.

2 min read

Advisor Upside

M&A Hit Record Highs in 2024

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There were 272 transactions last year, and that breakneck pace isn’t expected to slow down anytime soon.

2 min read

Advisor Upside

Just 22% of Advisors Charge for Financial Planning

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Advisors that offer comprehensive services can also manage four times more in assets than their peers, according Cerulli Associates.

1 min read

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