Cerulli Associates

Advisor Upside

Retiring Advisors Push M&A Deals to $2.5T

Photo by Getty Images via Unsplash

Most of the opportunities lie with the biggest firms, which have the deepest pockets, but Cerulli sees mergers up and down the AUM spectrum.

2 min read

Photo by Natalie Behn via Unsplash

ETF Upside

Institutional Investors Nearly Doubled ETF Usage Over Past 5 Years

Pensions, endowments and other institutional asset owners are finding new uses for exchange-traded funds.

2 min read

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