The average #ETF allocation in #clientportfolios is expected to increase by 3.8 percentage points to reach 25.4% by year-end 2026 and the average #mutualfund allocation is expected to decrease by 4.7 percentage points to fall to 24%. Find out more from Matt Apkarian, CFA below!

#Assetallocation model portfolio assets continue to grow as #advisor practices shift the way they construct client portfolios and are projected to reach $2.9 trillion by 2026. Learn more in our latest report: cerulli.com/press-releases… Matt Apkarian, CFA

Cerulli’s Advisor Research Collaborative (ARC) is the largest financial advisor research network in the U.S. Join the 2,000+ financial advisors who regularly participate in the Collaborative to benefit from shared insights and recommendations. Join today: cerulli.com/arc

It was a pleasure to sponsor this year's MMI Annual Conference! Stay in touch and download our complimentary #whitepaper covering the retail #alternatives landscape: cerulli.com/corner-office-…

According to our new research, in partnership with Osaic, 53% of households agree that having a written financial plan is important, up from 41% of #retailinvestors as of year-end 2014. Find out about this topic and more in our latest #whitepaper: cerulli.com/resource/finan…

#Financialadvisors are prioritizing the use of #modelportfolios over FoFs. The value and level of customization offered by model portfolios is appealing to both financial advisors and asset managers. Explore more in our Cerulli Report: cerulli.com/press-releases… Matt Apkarian, CFA

Are you attending the #SchwabIMPACT conference? Grab your seat and listen to Cerulli’s session, Delivering More for Less: How #Advisors Create Better Client Experiences Amid a Need to Scale, to hear from, Andrew Blake and Matt Apkarian, CFA: app.eventneat.com/Reporting/Cosm… Charles Schwab Corp

2025 is almost here and many #financialadvisors are taking a fresh look at practice efficiency, client acquisition, and opportunities for scale. Join Matt Apkarian, CFA, and Andrew Blake for our views on the areas of practice and more. Register today: cerulli.com/webinars/webin…

Will #modelportfolios and #financialplanning adoption accelerate in 2025? Join Matt Apkarian, CFA and Andrew Blake for our answers to this question and more on December 3. Save your spot: cerulli.com/webinars/webin… #webinar

Don’t miss out! Join Cerulli for our last 2024 webinar, discussing our projections for how #financialadvisors will address scale, efficiency, and client growth goals as they transition to an operating environment. Register: cerulli.com/webinars/webin… Matt Apkarian, CFA Andrew Blake

Download our latest #webinar! Hear from Matt Apkarian, CFA and Andrew Blake as they unveil their new perspectives on #financialadvisors and share innovative strategies for achieving scale, efficiency, and differentiation. Access our recording here: cerulli.com/webinars/webin…

Our latest Cerulli Edge analyzes #mutualfund and ETF product trends as of October 2024 and explores how fee-based advisory programs have become the dominant retail #wealthmanagement engagement model. Read more: cerulli.com/press-releases… Daniil Shapiro 🇺🇦 Matt Apkarian, CFA

Join us at the CIO Roundtable on February 26 at 8:30 a.m. ET for “My Shiniest New Toy: Investment Product Edition,” moderated by Matt Apkarian, CFA. This discussion will focus on emerging trends that are shaping #investment product development and more. cerulli.com/events/institu… Institutional Investor

Upcoming Webinar! 🚀 Join Cerulli’s Stephen Caruso on Wednesday, March 5, at 11:00 am ET for Cerulli’s lens into the trends driving channel growth and transformation. Register today: cerulli.com/webinars/u.s.-…

Cerulli's Matt Apkarian, CFA is pleased to speak at the Chief Investment Officer Roundtable, sponsored by Institutional Investor. This event will cover the essential leadership and investment skills CIOs need in today's complex asset management landscape. See you there! cerulli.com/events/institu…

Matt Apkarian, CFA enjoyed speaking at the CIO Roundtable, hosted by Institutional Investor! It was great to discuss emerging trends in #investment product development and their influence on management decisions at #assetmanagement firms. Looking forward to the next event! cerulli.com/about-us/conta…

The Investment Product Institute Roundtable 2025, hosted by Institutional Investor, is in two days! Join Matt Apkarian, CFA and Scott Smith as they discuss key developments in investment vehicles for retail and institutional channels. See you there! cerulli.com/events/institu…

#Advisers increasingly have a preference for #assetmanagement models. There are more #models available and advisers have manager preferences, Matt Apkarian, CFA stated. Find out more in Financial Times: ft.com/content/24c97c…

98% of #financialadvisors (those who allocate at least 10% to ETFs) use index-based products, with another 33% reporting they use index provider content. To learn more, download our latest white paper in partnership with S&P Dow Jones Indices: cerulli.com/resource/redef… Matt Apkarian, CFA

The Investment Product Institute Roundtable 2025, hosted by Institutional Investor, was a great event! Matt Apkarian, CFA and Scott Smith offered valuable insights on developments in #investment vehicles for #retail and #institutional channels. Stay connected with us! cerulli.com/about-us/conta…