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.
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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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Access to Analysts
Enjoy direct access to Cerulli analysts to discuss research findings and industry trends.
Complimentary Research
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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Explore
Complimentary Research
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.
Advisor Testimonials
What Others Are Saying About ARC
Here to Help
Meet the Team
Marina Shtyrkov
Associate Director
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Marina Shtyrkov
Associate Director
Marina specializes in retail financial advisor trends across affiliation models. She is a member of the Intermediary practice, where she leads research for two annual reports. She also contributes to The Cerulli Edge series and generates quantitative analysis to support strategic consulting engagements.
Prior to joining Cerulli Associates, Marina was at Baystate Financial. In her role, she managed the pre-sales process for a financial planning practice, facilitated case design, and helped implement individualized client strategies.
Full biography here.
Donnie Ethier
Senior Director
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Donnie Ethier
Senior Director
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 Caruso
Research Analyst
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Stephen Caruso
Research Analyst
Stephen is a research 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.
Bing Waldert
Managing Director, U.S. Research
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Bing Waldert
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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