Financial Planning, Investment Outsourcing, and 2025 Trends to Watch
December 3, 2024
What opportunities will be top of mind for advisors seeking to gain efficiency, scale, and attract more assets from a higher-wealth-tier client segment? Will investment management take a back seat to financial planning and what will this mean for the adoption of asset allocation model portfolios?
Cerulli’s Matt Apkarian, CFA, and Andrew Blake share their views on this topic and their forward-looking projections for what’s ahead for investment portfolio construction, practice management, and delivering growth.
This 45-minute discussion delivers:
• Cerulli’s projections for asset allocation model portfolio adoption among advisors and Cerulli’s views on platform placement
• Financial planning and the opportunity set for comprehensive wealth management
• Considerations for asset managers and other third-party providers as advisors look for gains in scale and efficiency
Presented by:
Andrew Blake
Associate Director
Bio →
Andrew Blake
Associate Director
Andrew is an Associate Director in the Wealth Management practice. He specializes in asset manager distribution strategies for products sold through financial advisors and is the author of The Cerulli Report—U.S. Intermediary Distribution. Before joining Cerulli Associates, he gained distribution experience at several firms, including Manulife John Hancock Investments. He also authored The Cerulli Report—U.S. Advisor Metrics, which explores trends in advisor practices, such as the use of investment products, client relationships, fees charged, and service offerings.
In his role, Andrew is also responsible for various strategic consulting engagements, focusing on key areas such as growth strategies, practice management, service expansion, M&A due diligence, product development, and distribution strategies.
Full biography here.
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