Cerulli Associates

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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.

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  RIA Channel Grows on Back of $1B+ Firms, Cerulli Report Finds

  By Michael S. Fischer  |  November 27, 2012

  Growth came on the heels of successful advisor recruitment into the channel, breakaway advisors creating their own independent firms and clients choosing RIAs over existing providers.

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  Top Portfolio Products: New Emerging Markets Equity Fund From Calvert

  By Marlene Y. Satter, AdvisorOne  |  November 12, 2012

  Aberdeen launches emerging markets debt fund, as Schwab rolls out mobile offering.

• 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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  Top 10 BDs Breakaway Advisors Want to Join

  By Janet Levaux, AdvisorOne  |  October 8, 2012

  The leading firms have one characteristic that makes them similar, according to the recruiter Chip Roame, and that might explain their appeal.

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  What’s Next for the Growth of ETFs?

  By Tony Davidow, Guggenheim Investments  |  October 8, 2012

  Advisors are looking for finer slices of capital markets, as well as better beta and alternative weighting methodologies for gaining exposure to market segments.

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  Top 10 Biggest ETF Sponsors

  By Melanie Waddell, AdvisorOne  |  October 4, 2012

  As the Morningstar ETF Invest conference rolled along, a Cerulli report listed the biggest ETFs and also showed that new entrants into the market had a tough slog.

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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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  Top Portfolio Products: Russell Launches Two New Funds

  By Marlene Y. Satter, AdvisorOne  |  August 17, 2012

  Major portfolio developments over the last week include two new funds from Russell Investments, equity allocation changes to other Russell funds, and a projection on custom TDFs from Cerulli.