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Client retention is job number one

Added on March 2025 in Thought Leadership
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Summary: Now that we’re back from the end-of-the-year celebrations, I’d like to draw your attention to a little-known date that should be part of every financial advisor’s calendar. January 2 is the day that most advisors should circle and celebrate – and for good reason.

AI Is Eating Wealth Management for Lunch. Here's How to Stay at the Table

Added on February 2025 in Thought Leadership
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Summary: Artificial intelligence is eating the world. And for many people, it's already replacing Google in their daily lives.

The other day, my car sensor went off. Instead of wasting hours at the dealership — driving back and forth, waiting and probably overpaying — I pulled up ChatGPT. I described the symptoms (using voice transcription, not even typing), and seconds later, I had a clear solution. Fifteen minutes later, the problem was fixed. No hassle, no unnecessary expense.

CIOs Wrestle with DeepSeek Fallout

Added on February 2025 in Thought Leadership
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Summary: That volatility has advisor investment committees and CIOs grappling with whether DeepSeek represents a paradigm shift in AI that requires tweaking allocations or merely reintroduces some volatility in a disruption-prone sector that was bound to happen at some point.

 

 

Cerulli: Advisor Headcount Stagnates

Added on January 2025 in Thought Leadership
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Summary: Despite efforts to develop next-gen talent, the total number of advisors in the wealth management industry has remained stagnant over the last decade.

Cerulli: RIA Consolidators Now Account For $1.5 Trillion In AUM

Added on November 2024 in Thought Leadership
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Summary: RIA consolidators have grown significantly over the past decade and now represent $1.5 trillion in assets under management (AUM), according to “The Cerulli Report—U.S. RIA Marketplace 2024.”

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