Cerulli Assocites

Advisor Upside

Advisory Firms Need to Hire More Staff — and Fast

Photo by José Martín Ramírez Carrasco via Unsplash

The industry will need more than 70,000 new staff over the next five years, according to a Charles Schwab report.

2 min read

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Advisor Upside

Inside BlackRock’s Latest $12B Private Assets Deal

BlackRock is acquiring HPS Investment Partners in a deal that could increase its private assets under management to $600 billion.

2 min read
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Advisor Upside

Just 22% of Advisors Charge for Financial Planning

Advisors that offer comprehensive services can also manage four times more in assets than their peers, according Cerulli Associates.

1 min read
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Advisor Upside

Top 25 Broker Dealers Manage 93% of Assets: Cerulli

Consolidation among broker dealers is having significant impacts on the industry and it’s not expected to slow down anytime soon.

1 min read

Advisor Upside

Fiduciary Ad Campaigns May Be Hitting Home

Photo via Connor Lin / The Daily Upside

More than 6 in 10 retail clients said they are now considering paying for professional advice, according to research from Cerulli.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Blue Origin and Daniel Oberhaus via CC BY 4.0

Technology

The State of the Billionaire Space Race

Blue Origin is going slower than SpaceX, but it also nailed a massive rocket launch on the first try. Jeff Bezos is back in the space race.

5 min read
Photo by Web Summit via CC BY 2.0

Finance

Crypto-Friendly Neo-Broker eToro Files for IPO

The listing marks a potentially triumphant comeback story and an insult of sorts to the embattled London stock exchange.

2 min read
Photo by Jay R. via Pexels

Energy

Oil Markets Show Signs of Resilience and Retreat as 2025 Gets Underway

With the way things are going today, it’s becoming increasingly hard to figure out what’s going on with the oil market.

2 min read

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