Cerulli

Investors currently have more than $543.1 billion of assets in more than 4.2 million mutual-fund advisory accounts, according to Cerulli Associates.

A Helping Hand for Your Portfolio Jaime Levy Pessin 2010

According to research firm Cerulli Associates, as of midyear, UMAs held about $79.6 billion in assets, compared with $543.1 billion in mutual-fund advisory accounts and $536.1 billion in separately managed accounts, or SMAs, which hold portfolios of stocks or bonds.

Are 'Unified' Accounts the Next Big Trend? Jaime Levy Pessin 2010

An average school district now has five to 10 providers seeking the business of its employees, down from 40 before the IRS rules took effect, according to Boston-based consulting firm Cerulli Associates.

Teachers' 403(b) Plans See Big Changes Leslie Scism 2012

The average value of a UMA account is around $275,000, according to Cerulli, compared with nearly $130,000 for mutual-fund advisory accounts.

Are 'Unified' Accounts the Next Big Trend? Jaime Levy Pessin 2010

ETF advisory accounts make up $6.5 billion in assets spread across 50,000-plus accounts, Cerulli says.

A Helping Hand for Your Portfolio Jaime Levy Pessin 2010

Fund advisory accounts are big business, and they're growing: As of mid-2011, they held $691 billion, up from $622 billion at the end of 2010, according to Boston-based researcher Cerulli Associates.

The Keys to Brokers' Lists Jaime Levy Pessin 2012

At the same time, the volatile stock market is creating anxiety among individual investors, which in turn creates a "broader demand for detailed information" from advisers about fund holdings and strategies, says Bing Waldert , a director at Cerulli Associates, a research firm in Boston.

A Peek into Fund Managers' Minds 2011

For the 12 months through June, the three top-selling single-country ETFs were from BlackRock Inc.: iShares MSCI Brazil Index , which took in $2.9 billion, followed by iShares MSCI Germany Index with $1.8 billion in new investment and iShares MSCI Canada Index with $1.5 billion, according to data from the Strategic Insight unit of Asset International Inc., provided by Cerulli Associates.

Mix-and-Match Countries Jane Hodges 2011

Ross MacDonald "A good small-cap manager will always run into capacity constraints," which can open the way for other players to get onto the brokerage platforms, says Bing Waldert , a director at Cerulli Associates.

The Keys to Brokers' Lists Jaime Levy Pessin 2012

The average minimum investment is about $40,000, but some firms have minimums as low as $5,000, according to Cerulli Associates, a Boston-based research firm.

A Helping Hand for Your Portfolio Jaime Levy Pessin 2010