Cerulli Associates

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  Advisor Headcount on the Decline: Cerulli Study

  By Janet Levaux, AdvisorOne  |  May 7, 2013

  A few advisor channels, however, continue to show momentum in the industry, the latest research shows.

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  RIAs to Hold 25% of All Client Assets in 2014: Cerulli

  By Janet Levaux, AdvisorOne  |  April 29, 2013

  The number of RIAs is fast approaching 30,000, the research firm finds.

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  Going Indie? Afraid of Losing Clients? Don’t Be

  By Joyce Hanson, AdvisorOne  |  April 9, 2013

  Despite fears they might lose clients when going independent, 79% of advisors who switched to the indie model in the last two years say most clients stuck by their side, Schwab Advisor Services reported Tuesday.

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  Raymond James Introduces New Comp Model for Hybrid Reps

  By James J. Green, AdvisorOne  |  March 18, 2013

  Model seeks to help retain Raymond James Financial advisors exploring RIA option; available to reps with $100M or more in discretionary AUM.

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  As Dually Registered Advisors’ Assets Grow, SEC Zeros In

  By Melanie Waddell, AdvisorOne  |  March 11, 2013

  Just as the SEC beefs up its oversight of dually registered advisors, new research from Cerulli Associates finds the dually registered channel is one of the fastest growing.

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  IRA Rollovers to Hit Historic Highs as Boomers Near Retirement

  By Joyce Hanson, AdvisorOne  |  February 12, 2013

  Annual IRA rollover contributions should surpass $450 billion by 2017 as more baby boomers approach retirement age, Cerulli Associates reported this month.

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  LPL, Country’s Largest IBD, Grapples With Its Own Success

  By Joyce Hanson, AdvisorOne  |  February 1, 2013

  While LPL, which reported earnings Wednesday, may lay off workers in some areas, its tech and research units are hiring as the IBD seeks selective growth.

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  Cerulli Delivers Tough Message for IBDs on Recruitment, Market Share

  By John Sullivan, AdvisorOne  |  January 29, 2013

  The IBD community received a stark and sobering message about the overall health of the industry.

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  China to Push Growth at Home and Abroad

  By Marlene Y. Satter, AdvisorOne  |  January 21, 2013

  China spent a good part of 2012 battling an economic slowdown and accusations of political corruption, as well as preparing for the handover of power that comes once every ten years. But toward the end of the year, and after seven straight quarters of slowing, the Chinese economy once again...

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  How Advisors Can Correctly Use Fund Strategist Portfolios

  By J. Gibson Watson III, CIMA, Envestnet  |  January 8, 2013

  This relatively new but growing way of outsourcing has much to recommend it, but watch your due diligence step.