Advisor Metrics 2013: Understanding and Addressing a More Sophisticated Population (Cerulli Associates)

May 2014

KEYWORDS: investment adviser, registered advisers, sophisticated investor, tax, asset allocation


Cerulli Associates

  • Cerulli Associates


New research from global analytics firm Cerulli Associates finds that 53% of advisors’ clients are between 50 and 70 years old.
“Advisors are finding it increasingly difficult to attract young investors,” states Kenton Shirk, associate director at Cerulli. “The endless availability of online resources, as well as easy-to-use direct platforms is diminishing the need for advisors within the do-it-yourself generations.”

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