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Showing 1 - 3 of 3 results for "Roger Stamper"

US fight over adviser fiduciary rules nears end

ALEX DUNNIN  |  THURSDAY, 17 APR 2014
... their portfolios. Overall, 37% of our survey respondents indicate an increased need for investment advice," said Roger Stamper, senior analyst at Cerulli. But the US advisory sector is fearful that an excessive fiduciary obligation that is out of step ...

UK adviser reforms drive out 9,400 advisers

ALEX DUNNIN  |  THURSDAY, 28 MAR 2013
... 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 providers continue to increase their advice and guidance services ...

Two-thirds US clients don't understand fees

ALEX DUNNIN  |  WEDNESDAY, 27 FEB 2013
... investors either believe the advice they receive is free or they do not know how their providers are paid," said Roger Stamper, analyst at Cerulli Associates. But there is an age affect. He said, "Data shows that the youngest and wealthiest investors ...
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