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Cerulli Associates

In PWD coverage since September 24, 2026 · 16+ stories

PWD coverage

advisers

Cerulli and Morningstar find 10.2% of advisors' wealth clients come from DC plans

The joint research cites time, staffing and $250,000 account minimums as the friction that keeps plan relationships from becoming wealth relationships.

RIA · Oct 6Cerulli and Morningstar find DC plans supply 10.2% of the average advisor's wealth clients

The Close · Oct 6Fidelity's $100 million custody minimum draws Betterment, Axos and Schwab

advisers · Oct 6Cerulli and Morningstar find just over 10% of advisors' wealth clients come from DC plans

practice · Oct 6Cerulli and Morningstar: 63% of surveyed advisers see DC plans as a prospecting priority

advisers · Oct 6Cerulli and Morningstar find firms spending to turn DC plan participants into wealth clients

Moves · Oct 5Cerulli expects 8.6% of US advisors to change firms, putting $3.4 trillion in play

the_wrap · Oct 2Nuveen closes $13 billion Schroders deal; private-markets book leads the integration

move · Oct 1Fidelity gives sub-$100 million RIAs until June 2027 to grow or move custody

Moves · Oct 1Morgan Stanley advisor Dana Cornell, who oversaw $1 billion, joins Uniting Wealth Partners

practice · Sep 29CD Valet sells advisors $500-a-month access to its CD shoppers

The Close · Sep 29Merrill prices shelf access at up to $1.4 million as Raymond James embeds alternatives

Family Office · Sep 29Northwestern Mutual launches family office unit inside its advisor model

portfolio · Sep 28Raymond James and AssetMark widen private-market access as Gridline flags an infrastructure gap

RIA · Sep 28Cerulli: 73% of RIAs most likely to add junior advisors over two years

The Close · Sep 24The ETF launch machine is running seven times ahead of its assets