Bing Waldert

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  Assets of HNW Family Offices Near $800 Billion

  By Janet Levaux, AdvisorOne  |  December 6, 2012

  Cerulli report points to factors that make this a lucrative and difficult RIA market to pursue.

• What’s Driving Industry Shifts?

  By Janet Levaux, AdvisorOne  |  October 24, 2012

  The number of wirehouse advisors and their asset base continues to drop, says a report released by Cerulli Associates on Monday.

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  Wirehouse Model Still Bleeding Assets, Talent: Cerulli Study

  By Janet Levaux, AdvisorOne  |  October 2, 2012

  Other channels, though, have a long way to catch up to the big four—Merrill Lynch, Morgan Stanley, Wells Fargo and UBS.

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  Advisors Feel Pinch of Compensation Squeeze

  By Ellen Uzelac  |  September 25, 2012

  Many advisors expect to see a slight lift in pay in 2012, but with the sluggish economic recovery, ongoing global challenges and relentless cost-cutting, there is little reason to bring out the bubbly.

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  Broker-Dealers: Is Smaller Better?

  By John Sullivan, AdvisorOne  |  June 14, 2012

  Once-sleepy regional broker-dealers are suddenly attractive to advisors and asset managers.

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  Small, Mid-Size Plans Hit DC ‘Sweet Spot’

  By Danielle Andrus, AdvisorOne  |  January 26, 2012

  More than one-third of the defined-contribution plan market is made up of small- to mid-size plans, Cerulli Associates announced Thursday.

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  Wirehouses Seen Making Big Push Into Independent BD Space

  By Gil Weinreich, AdvisorOne  |  January 19, 2012

  An industry analyst predicts that several of the wirehouse brokerage firms will soon be entering the independent broker-dealer market—a bold forecast given the wirehouses’ longtime stance against the practice.

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  Wirehouse Market Share Declines as Firms Focus on Profitability

  By Gil Weinreich, AdvisorOne  |  January 18, 2012

  Wirehouses are continuing to lose ground in asset management market share, but do they even care? A new report from financial services industry research firm Cerulli projects that the four biggest brokerage firms will remain the largest distribution channel by a factor of nearly two.

• Reality Check

  By Bob Clark, AdvisorOne  |  November 28, 2011

  I was recently accused by one of my friends of being a “numbers guy,” which, as a former philosophy major and professional journalist, I found quite amusing.

• The Future of Retirement Income

  By Ellen Uzelac  |  November 1, 2009

  The lingering economic crisis has caused many clients to rethink retirement -- putting fundamentals like "How?" "What?" and "When?" into high relief. As George Walper, president...