NOT FOR REPRINT
Retail Direct Channels Are Gobbling Advisors' Market Share: Cerulli
News December 13, 2024 at 03:31 PM
Share & Print
What You Need To Know
- Retail direct investor platforms grew faster than all other channels from 2022 to 2023.
- One reason is their success at retaining 401(k) and IRA assets.
- The financial advisor’s role must keep changing to prioritize offerings beyond investment management, Cerulli says.
NOT FOR REPRINT
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
