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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 2,500 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 (affiliated or non-affiliated) provides the foundation for our strategic market intelligence. As such, we strive to create an exceptional, engaging experience for you at every stage of the research process.

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Gifts/Donations

Choose to make a charitable donation or receive a gift card to one of many popular retailers

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Access to Analysts

All research participants enjoy direct access to Cerulli analysts to discuss research findings and industry trends.

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Complimentary Research

Participants receive a research report that provides advisors with tangible takeaways for business growth in an evolving landscape.

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Complimentary Research

COV Q3 2022 Europe Past

IRA Rollovers

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COV Past Artices Q2 2022 US

Retail Investors

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COV Q3 2022 Asia Past

Use of Alternatives

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- Donnie Ethier
Senior Director, Wealth Management Research & Consulting at Cerulli Associates

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Meet the Team

Marina Shtyrkov

Marina Shtyrkov

Associate Director

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Marina Shtyrkov

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

Donnie Ethier

Senior Director

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Donnie Ethier

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 U.S. Advisor Edge.

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

Stephen Caruso

Research Analyst

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Stephen Caruso

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

Bing Waldert

Managing Director, U.S. Research

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Bing Waldert

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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