Cerulli Assocites

Advisor Upside

5 Tips for a Seamless Succession

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The most important decision for the business’s future is who will take over when the founder steps away.

3 min read

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Advisor Upside

Why 10% of Advisors Plan to Jump Ship This Year

One in 10 advisors is planning to switch jobs in 2025 — and yes, it’s probably Steve.

1 min read
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Advisor Upside

How Advisors Can Keep More Clients When Changing Firms

A new report shows transitioning advisors may lose nearly a quarter of managed assets.

2 min read
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Advisor Upside

Women Stand to Inherit Trillions of Dollars. They’re Still Underserved

Targeted marketing and tailored communication can build loyalty.

4 min read

Advisor Upside

Advisors Increasingly in Scramble Mode Over Fee Pressure

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Advisors are getting creative with more services and non-traditional fee models.

4 min read

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Advisor Upside

How 401(k) Providers Are Filling the Gaps in Financial Advice

The majority of 401(k) participants are planning for retirement without the help of advisors, according to a new Cerulli report.

2 min read
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Advisor Upside

Advisors Love Automated Assistants. But What’s the Future of AI?

Expert opinions on artificial intelligence vary, but one thing is certain: Change is inevitable.

6 min read
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ETF Upside

The Duel Over Dual Share Classes

Broker-dealers have a big problem with ETFs: A lack of revenue-sharing to support commission-based compensation.

2 min read

Advisor Upside

The Great Wealth Transfer’s Not Just About the Money

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With generational wealth momentum poised to put $124 trillion in motion, financial advisors face opportunities and challenges.

4 min read

Advisor Upside

Dual-Share Classes Are Coming. Why It Matters.

Photo illustration by Connor Lin / The Daily Upside, Photos by Happyphoton, Wavebreakmedia, and Olegback via iStock

More than 50 asset managers have asked the Securities and Exchange Commission for permission to create dual share classes of mutual funds.

3 min read

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