Who is Cerulli and their research reach

On this episode of Talking Wealth, Michael Batnick is joined by Stephen Caruso, Associate Director of Wealth Management at Cerulli Associates, to unpack the rise of the RIA and the growing pains that come with scaling it.

They discuss insights from Cerulli’s The RIA Marketplace: Solving for Scale, including asset growth across channels, whether clients differ between wirehouses and RIAs, and what’s really driving that 10.7% growth figure.

Plus:
• Why scaling an RIA is harder (and more expensive) than it looks
• The key challenges firms face as they grow
• The massive $3.9 trillion opportunity ahead

This episode is sponsored by Wealth.com. Learn more at https://www.wealth.com/tax/

For more from Talking Wealth sign up at: ⁠⁠⁠⁠⁠⁠⁠⁠https://talkingwealthpod.com/⁠⁠⁠⁠⁠⁠⁠⁠ Participants include employees of Ritholtz Wealth Management. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. This program is for informational purposes only and is not intended to provide specific advice or recommendations for any individual or on any specific security or product. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. Ritholtz Wealth Management and its affiliates may invest in the technology company discussed. The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. #finance #financialplanning #financialeducation #financialadvisor

Learn more about your ad choices. Visit megaphone.fm/adchoices