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Showing 21 - 30 of 36 results for "Cerulli Associates"

Shelf space battle heats up in US platforms

ALEX DUNNIN  |  MONDAY, 24 JUN 2013
... at the same time trying to protect advisers, according to new research. Boston-based global analytics firm Cerulli Associates said while this is forcing asset managers to diversify the channels they source inflows from, particularly towards direct online ...

UK adviser reforms drive out 9,400 advisers

ALEX DUNNIN  |  THURSDAY, 28 MAR 2013
... they are reinforcing by greater use of online advice facilities. Research from US wealth management consultant Cerulli Associates found that FUM in direct channel grew 9% during 2011. Roger Stamper, senior analyst at Cerulli Associates, said, "As direct ...

US advisers don't understand clients risk tolerances

ALEX DUNNIN  |  FRIDAY, 15 MAR 2013
... recommending products to clients based on inadequate risk profiling assessments, according to research from Cerulli Associates. The result is that clients are being put into investment and risk products that don't suit their risk profiles, noted the ...

Two-thirds US clients don't understand fees

ALEX DUNNIN  |  WEDNESDAY, 27 FEB 2013
... clients don't know how their financial product providers are paid, according to new research from Boston-based Cerulli Associates. The research shows how Australia is not the only nation debating investment, pension and advice fees, transparency and ...

Family office growth creates opportunity for wealth managers

MARK SMITH  |  FRIDAY, 7 DEC 2012
... leading to significant opportunities for investment managers, according to Boston-based global research firm Cerulli Associates. A new global report posted by the company shows that assets under management for multiple family offices increased 68% between ...

Target Maturity Funds Take Top Spot

ALEX DUNNIN  |  THURSDAY, 2 AUG 2012
... this growth is due to just two markets, Italy and Luxembourg, most notably through Intesa and ING funds, said Cerulli Associates (CA) in their latest European market update. Nine target maturity funds were launched in May, attracting $A600 million net ...

Governance Australia's best export to Asia

ALEX DUNNIN  |  TUESDAY, 24 APR 2012
... way to achieve this is through asset management as a platform for a sophisticated financial services sector. Cerulli Associates have just released a research report saying that Asia's asset management industries can learn much by observing how Australia ...

China FUM rise challenges Australia

ALEX DUNNIN  |  WEDNESDAY, 28 MAR 2012
... models. Mutual fund assets across the region amounted to an estimated US$2 trillion at end 2011 according to Cerulli Associates' Asia Monthly Product Trends report. Japan was ranked number one with 27% of the market followed by Australia with 26%, mainland ...

European DC Pension market to hit A$3.7tr by 2015

ALEX DUNNIN  |  THURSDAY, 10 NOV 2011
... members, but many European savers do not yet have access to them, according to Yoon Ng, a senior analyst at Cerulli Associates. "At the same time, retirement is moving beyond pension funds into other savings vehicles that offer tax advantages, such as ...

Report points to low cost fund future

MICHAEL HOBBS  |  THURSDAY, 3 JUN 2010
... transaction-oriented, commission-based compensation model to an asset management fee. The report cited a study by Cerulli Associates that surveyed financial advisers and found more than half of them had more than 50 per cent of their clients' assets ...