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Cerulli

In network coverage since October 12, 2026 · 16+ stories

Network coverage

The Close

EP Wealth's Brian Parker says organic growth, not dealmaking, sets wealth managers' value

At an RIA Edge panel, Snowden Lane's Alison Burkett said a firm cannot rely only on recruiting and acquisitions.

The Close · Oct 22Fee-only RIAs' lost share went to insurance-licensed rivals, Cerulli finds

practice · Oct 22Fee-only RIAs' $5B-plus asset share falls to 34%, Cerulli finds

exit · Oct 21RIA acquisitions through Sept. 22, 2026, ran 19% below 2025 pace

portfolio · Oct 2155ip extends UMA offering to RIAs with J.P. Morgan and BlackRock SMAs

The Close · Oct 21Cerulli: fee-only RIAs lose asset share despite client loyalty

investments · Oct 20Ascensus launches referral platform routing 401(k) savers to plan advisers

practice · Oct 19Ascensus expects 18 to 20 advisory firms on 401(k) referral platform within a year

The Close · Oct 19Ascensus routes flagged 401(k) participants to the plan’s own advisor

advisers · Oct 19Ascensus launches referral platform routing 401(k) savers to plan advisers

plans · Oct 15Cerulli: One-third of retirement plan participants had recordkeeper advice contact in past year

the_wrap · Oct 15Cerulli survey finds 46% prefer flexible retirement withdrawals, 39% want guaranteed income

practice · Oct 14LIMRA: Only four in 10 pre-retirees work with a financial professional

income · Oct 14Only four in 10 pre-retirees work with an adviser, LIMRA finds

the_wrap · Oct 13Proposed EBSA rule gives plan fiduciaries 20 process examples

Family Office · Oct 12Northwestern Mutual launches Family Office Services for $50 million-plus clients

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.