Cerulli Edge News Today

Rita Robbins sees an opportunity to bring Affiliated Advisors' service model to fee-only advisory firms bogged down in “the muddy middle.”

401(k) plan managers face big obstacles to accessing alternative investments such as private equity, Cerulli survey shows.

Jim Gold, chief executive at Steward Partners, says the wirehouses have lost the battle with registered investment advisors.

For the first time, asset managers say ETFs are the biggest opportunity among investment vehicles, surpassing institutional separate accounts, a Cerulli report said.

Shifts into the passive investing and ESG fixed-income domains are underway

UK wealth managers and private banks are increasingly turning away from active ESG strategies in favour of passive ones.

Fixed-income ETFs are gaining ground thanks to their incrementally higher yields and greater investor comfort levels, a Cerulli Associates report said.

The number of rookie advisors entering the business is hardly enough to offset retirements, according to a Cerulli report.

These trends and challenges represent a general overview of the industry and should continue to evolve as the financial landscape changes.

Expanding ESG markets are fueling an asset manager talent war in Europe, according to a Cerulli Edge report.