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Private Wealth Daily
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Brendan Powers

Cerulli · Reported Oct 22
In network coverage since October 21, 2026 · 5 stories
Network coverage
Practice management

Cerulli paper ties best-interest expectations to 73% satisfied and not seeking a new advisor

A separate 48% of the second group said they were satisfied but open to considering other options, and 4% were dissatisfied, according to the white paper.
The Close · Oct 22Fee-only RIAs' lost share went to insurance-licensed rivals, Cerulli finds
Practice management · Oct 22Fee-only RIAs' $5B-plus asset share falls to 34%, Cerulli finds
Practice management · Oct 21Fee-only RIA asset share falls to 34% among $5bn-plus firms, Cerulli finds
The Close · Oct 21Cerulli: fee-only RIAs lose asset share despite client loyalty
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