Cerulli Report

Broker/Dealers Must Respond to Shifting Advisor Preferences


Author: Funds Society, Miami

  1. Asset managers must make available SMAs, ETFs, ESG and other portfolio elements that appeal to advisors’ needs for flexibility and products emphasizing lower cost and sustainability
  2. As such, asset managers need to respond with product and pricing to penetrate the market
  3. The research also projects growing demand for the SMA