News, Comment & Analysis results for Cerulli Associates

19 February 2024

Certified Financial Planner Population Grows; US Advisors Expand

Separate figures for the RIA sector in the US, and the certified financial planner segment around...

7 September 2023

Empowering Smaller Wealth Managers – The Power Of "The Cloud"

We talk to a firm with strong views about the "democratising" power of cloud-hosted...

Wealth Strategies
25 August 2023

Inflation, Rising Rates Put Behavioural Finance In The Frame

The discipline within economics known as behavioural finance continues to be important. The market...

Investment Strategies
28 July 2023

OPINION OF THE WEEK: At Last, It Seems Japan Is Winning Investment Fans

In my weekly column I briefly reflect on how much talk there is nowadays about Japan and its...

Fund Management
26 July 2023

European Funds Smile On Japan's Business, Economic Prospects

One of the – not always loud – financial stories of 2023 so far has been the strong performance...

Asset Management
5 June 2023

South Korean Investors Increasingly Smile On ETFs – Cerulli

With their low fees and ability to give investors access to indices and market sub-categories in...

26 May 2023

OPINION OF THE WEEK: Changing Face Of Talent Management

We are talking to a number of wealth managers about the way that the role of advisors, bankers,...

M and A
6 February 2023

Morgan Stanley Wins Full Control Of China JV

A number of foreign firms have established JVs to tap into the world’s second-largest economy. It...

20 January 2023

OPINION OF THE WEEK: Be Creative To Attract More Wealth Management Career Entrants

The sector must be more willing to think about how to attract young adults to work in it,...

Fund Management
25 November 2022

Brace For More Competition As China Loosens Funds Industry – Report

A report by the Boston-based firm examines the approach China is taking to rules governing its...

Comment & Analysis results for Cerulli Associates

Fund Management
3 September 2007

Multi-Manager: An Increasing Presence in High Net Worth Portfolios

Over the last five years, sales of multi-manager have increased 17 per cent per annum compound...

Fund Management
7 June 2005

Multi-Manager Products Show Strong Growth—Report

Assets in multi-manger products grew by 30 per cent during 2004 to exceed $960 billion, according...