Young Plan Participants Expect to Rely on Personal Retirement Accounts
Millennial 401(k) participants do not believe they can count on Social Security or guaranteed income sources.
Tag: Cerulli
Do Managed Accounts Need a Rebrand?
A Cerulli white paper finds participants in managed accounts are more confident in their finances than those not using them.
Small Businesses Are Growing, But Will That Translate to More 401(k)s?
Small businesses are showing strong growth during this month of celebration for them; it could be a perfect opportunity for...
Alternative Reality
Alt investing in DC plans is still a dim possibility despite some solutions already in market, according to Cerulli.
Millennials, Gen Z Triple Financial Wealth Since 2019
Financial assets of the two generations have grown to almost $6 trillion in 2022 from $2 trillion in 2019.
Asset Managers Should Adopt Holistic View of DC and Retail Markets
Asset managers can support defined contribution ‘dabbler’ and 'nonproducer’ advisers in managing their practices, Cerulli recommends.
Financial Adviser Shortage Looms, Cerulli Reports
The consultancy finds the number of new advisers has not offset those who have gone in a different direction.
CITs Surpass Mutual Funds as Preferred Investment Vehicle for DCIOs
Providers of collective investment trusts are expected to target midsize and large DC plans in the coming year.
Retirement Plan Aggregators Bring CITs to Small, Mid-Market Plans
The rise of CITs continues to erode mutual fund dominance in the DC market, according to the latest Cerulli data.
Managed Accounts Show Mass Potential, Need Better Benchmarking
Plan sponsors want personalized advice for participants, but many may need clearer guidance to implement managed accounts, according to new...
Managed Account Sponsors Believe Advisers Can Better Use Offerings, Cerulli Reports
The consulting firm's latest survey revealed that managed account sponsors have significant concerns about plan advisers’ ability to optimize portfolio...
Retirement Industry Can Leverage Young Investor Interest in Guidance
Younger generations and their older counterparts are equally interested in receiving advice from a financial professional, according to new research...
Managed Account Sponsors Shifting Advisers off Portfolio Management, According to Cerulli
Recent surveying shows more managed account sponsors are moving advisers to focus on clients, relying on home office or outsourced...
Retirement Industry People Moves
Segal appoints Tauzer to senior VP; Cerulli promotes O’Brien to director; Newton announces Brain as deputy CIO; and more.
Pontera Says Rollover Not Always Superior to 401(k)
New findings reveal 59% of advisers opted not to roll over a client's 401(k) into an IRA in 2022.
Rookie Financial Advisers Are in Short Supply
High wash-out rates force firms to focus on recruitment and retention, according to Cerulli.
Edelman Financial Names Former Personal Capital Head Jay Shah as CEO
Current CEO Larry Raffone will become chairman of the board while remaining a meaningful shareholder.
Advisers, Participants Skeptical of ESG Investments, but Asset Managers Are Not
Greenwashing by investment funds has contributed to negative rhetoric about ESG, but the practice remains a top initiative for U.S....
Retirement Advisers Say Long-Term Performance Most Important for Evaluating TDFs
Four out of five advisers said investment performance over at least three years is key in picking TDFs for plan...
Shifting Adviser Preferences Transform Broker/Dealer Revenue
Advisers gravitate toward ETFs, SMAs, ESGs and products emphasizing flexibility, sustainability and lower cost.