Join the Collaborative
Cerulli’s Advisor Research Collaborative
Cerulli’s Advisor Research Collaborative (ARC) is the largest financial advisor research network in the U.S. For over 30 years, it has served as the foundation for Cerulli’s strategic intelligence on the U.S. wealth management marketplace. More than 1,500 financial advisors regularly participate in the Collaborative to benefit from shared insights and recommendations.
Your Experience Matters
Your experience as an advisor provides the foundation for our strategic market intelligence. As a member of ARC, you benefit from exclusive research insights, digital rewards, and access to Cerulli's subject matter experts.
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Complimentary to ARC participants, Cerulli’s comparative benchmark report analyzes key practice metrics against the complete ARC network.
Receive a research report that provides advisors with tangible takeaways for business growth in an evolving landscape.
Reach and Frequency
Advisors by the Numbers
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The Price of Advice
A shift toward lower costs and greater transparency is causing advisors to re-evaluate their pricing and service models. This report gives you the tools to understand your options and how to optimally structure fees while remaining competitive in today’s market.
The Impending Succession Cliff
After a career of helping clients prepare for retirement, advisors must plan for their own future. Packed with tips on how to navigate the succession planning process, this report outlines considerations and insights for preserving the legacy of a practice.
The $84 Trillion Dollar Opportunity
Explore the implications and opportunities associated with the upcoming generational wealth transfer. This white paper provides detailed insights into one of the largest transfers of wealth in history and takeaways for engaging with next-generation high-net-worth investors.
What Others Are Saying About ARC
Here to Help
Meet the Team
Donnie Ethier is the head of Cerulli Associates’ Wealth Management practice. The Wealth Management practice is dedicated to helping clients proactively adapt to retail financial advice and planning trends, including the high-net-worth markets. Donnie oversees the practice’s annual research agenda and is a core contributor to consulting engagements, syndicated research, and the The Cerulli Edge—U.S. Advisor Edition.
Since joining Cerulli in 2012, Donnie has led several practices and research initiatives including the Wealth Management, High-Net-Worth, and Annuity practices. Prior to joining Cerulli, Donnie held roles at Sun Life Financial and Sun Life Financial Distributors for eight years focusing on market and distribution strategy, product development, competitive intelligence, and professional development.
Full biography here.
Stephen is a senior analyst in the Wealth Management practice where he provides quantitative support to two annual reports. He also contributes to the advisor data collection process and to The Cerulli Edge series. Prior to joining Cerulli Associates, Stephen worked at Banyan Tree Capital, where he managed client servicing operations.
Full biography here.
Managing Director, U.S. Research
Bing Waldert leads Cerulli’s U.S. Research team comprising seven research practices that cover all elements of the U.S. asset management, wealth management, and retirement markets. He has authored Cerulli reports on the wealth management industry, high-net-worth market, the annuity industry, and retirement markets. He is a frequent board-level and C-suite speaker and well-regarded industry thought leader. He has spoken in front of the Investment Company Institute (ICI), the Asset Management Association of China (AMAC), the Investments and Wealth Institute (IWI), and the Money Management Institute (MMI).
He has worked on client projects on emerging manager expansion strategies, independent registered investment advisors (RIAs), multi-family offices (MFOs), investment platforms, and the outsourced chief investment officer (OCIO) industry. In addition, he has advised multiple private equity firms on acquisitions in the wealth management space.
Full biography here.
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Join the 1,500+ financial advisors who regularly participate in the Collaborative to benefit from shared insights and recommendations.