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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.

Financial Planning's Most Important Unknown Unknown

Added on November 2024 in Manage Your Practice
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Summary: Time is the single most important factor in life and in finance. The uncertainty surrounding time represents a challenging financial inefficiency.

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.”

The Changing Nature of M&A in the RIA Space

Added on November 2024 in M&A Issues
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SummaryAs the wealth management industry evolves, mid-sized firms must actively participate in consolidation activity, transforming the space and looking for strategic opportunities to add scale and talent to ensure future success. From a seller’s standpoint, financial advisors may want to consider a mid-sized firm that has a similar service mindset, set of core values and culture that they have cultivated over the years.

How Intelligent Automation Drives Growth in Financial Services

Added on November 2024 in Manage Your Practice
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Summary: The financial services industry has always been fueled by data, but in an era of economic uncertainty, the pressing question is whether firms are using that data to its fullest potential to drive growth. As market fluctuations and unpredictable economic conditions become the norm, financial institutions must look beyond traditional methods to maintain a competitive edge. Intelligent automation and artificial intelligence are stepping up to drive operational resilience, enabling financial firms to anticipate market shifts, safeguard assets and streamline operations.  

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