Cerulli Associates

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  China ETF: Foot in the Door to Foreign Investing

  By Gil Weinreich, AdvisorOne  |  February 9, 2012

  Chinese regulators' approval of the country’s first ETF linked to Hong Kong’s Hang Seng China Enterprise Index represents a cautious opening for China’s tightly controlled capital markets.

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  Two Minutes to Midnight

  By John Sullivan, AdvisorOne  |  February 1, 2012

  Out with the old, in with the new.

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  Time Management: The Key to Boosting Revenue

  By Bill Good  |  February 1, 2012

  I consider this article one of the most important I’ve written for Research magazine since I came on board in May 1990.

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  Fear of Flying: Jumping From Wirehouse to Independence

  By Jane Wollman Rusoff  |  January 31, 2012

  The career kick-offs of two successful wirehouse advisors were as different as the countries where they were born.

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  Rollovers Drive Increase in IRA Market Share

  By Danielle Andrus, AdvisorOne  |  January 30, 2012

  Cerulli Associates announced Monday that total assets in the U.S. retirement market, including public and private defined-contribution, defined-benefit and individual retirement account markets, increased 9.6% in 2010 to $15.8 trillion.

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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.

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  Spectrem Identifies Rollover Opportunities

  By Danielle Andrus, AdvisorOne  |  December 1, 2011

  The amount of assets available for rollover increased 23% between 2007 and 2011, despite the financial crisis in 2008, a report by Spectrem Group found.

• 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.