12/05/2014

Fewer, Bigger Firms Are the Way of the Future

Wealth management firms and asset managers with retail third-party distribution understand the risk associated with an aging advisory population and few solutions on the horizon," states Bing Waldert, director at Cerulli.

11/26/2014

Advisor Client Rating

When looking at Ultra High Net Worth investors with a net worth between $5 million and $25 million, 83 percent of all investors approve of their advisor’s responsiveness to requests, but only 66 percent of investors under the age of 55 approve.