Cerulli
Investment | 19 Sep 24
Asset allocation model portfolio assets to reach $2.9trn by 2026
More than one-third of outsourcer advisers expect to increase their use of model portfolios over the next 12 months
Investment | 28 Aug 24
Financial advisers expect to shift ‘even further’ to ETFs in coming years
In July, ETF assets grew $329bn (3.6%), with $119bn attributed to net inflows, marking their second-strongest month ever
North America | 15 Aug 24
Managing technology needs remains one of advisers’ ‘greatest’ practice challenges
Just half of advisors are satisfied with the training and support they receive
Digital platforms have potential to tap into next-gen wealth in Asia
Wealth management sectors in key markets across region are set to bloom over the medium to long term
Model portfolios finally become key cog in US advice market
Industry has had a ‘slow and steady transition’ towards it being financial planning-oriented